Our Founder, Ken Van Leeuwen, was recently featured in Andrew Foerch's Citywire RIA article discussing #financialplanning for children with #specialneeds. Ken outlines his family's personal experiences & the unique planning techniques that can be utilized: bit.ly/3CGzhAf

I really enjoyed talking with Libby McCready about what it means to be ‘absolutely engaged’ and the critical importance of using the voice of the client to drive engagement. Thanks for having me on Coffee & Conversations, Libby. buff.ly/3EZpZR4

Why are we are often inclined to see patterns that aren’t there, find signals in meaningless noise? Find out in this week’s blog post from our Chief Innovation Officer, George Cooper: buff.ly/3ifk1Se

What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations: bit.ly/16YoYYi

There's been a lot of recent chatter in the #financialplanning world about the #SandwichGeneration. This group finds itself in the difficult position of supporting both their elderly parents and their own children. If you fall into this category, what are your biggest concerns?

When I worked in national CPA firms, we always had this crazy, frantic, last minute, all-night-type of schedule. In my own practice - I cut all clients off a week before the deadline. PERIOD. Clients had to comply or go elsewhere. Try it next year. It works. #TaxTwitter

Thanks to everyone following FineScale Modeler here on Twitter! Because of you, we've reached 5,700 followers. Make sure to visit our website, and you can find us on Facebook and YouTube, too. Just for you, here's a sneak peek at Jan./Feb.'s cover model by Jeff Pollizzotto.

The number one fear we see among young parents is the cost of college tuition. The most important step is the first one. Start saving early! Ken Van Leeuwen offers advice below on how parents can take the first step. #FinancialFears

Newly Robust #SavingsBonds Offer Some #Tax Breaks fa-mag.com/news/newly-rob… by Jeff Stimpson via FA Magazine

Close ups of some details, exhaust cowling, tools, rain/dust streaks. These are so much larger at this scale they really pop.

Fine-scale modeling all the way. Beautifully executed!

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“Love makes an ordinary day extraordinary.” Inclusion Matters by Shane's Inspiration

IRS refunded $14.8B for unemployment compensation exclusion Thanks to Michael Cohn for this look at the unemployment compensation exclusion for the 2020 tax season; IRS refunded $14.8 billion to taxpayers for this. accountingtoday.com/news/irs-refun…

Kentucky now taxes a range of services: taxconnex.com/blog-/kentucky…

Bittner and the FBAR-penalty landmark. globaltaxes.com/blog.php

The latest on states' digital sales tax moves: taxconnex.com/blog-/getting-…

This is frustrating. A lady called me because her tax preparer let her know her efiled return was rejected 3/6 cause it had already been filed (ID Theft anyone?) but they didn't let her know until this weekend. What was this preparer thinking? Now the taxpayer has to call the IRS

Questions about proposed BOI database: globaltaxes.com/blog.php

What's the latest on a national sales tax? taxconnex.com/blog-/the-late…