Q2 2017 Newsletter

  • On : August 13, 2017

To all, We appreciate you taking the time to review our  2nd Quarter newsletter and hope that you are doing well. Sincerely, Chris Baker, CPA, Managing Director Phone – 678.828.4314 Did you know… The President’s Council of Advisors on Science and Technology (PCAST) is an advisory group of ...

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Q1 2017 Newsletter

  • On : February 26, 2017

To all, We appreciate you taking the time to review our 4th Quarter newsletter and hope that you are doing well. Did you know… Protecting Senior Clients from Financial Abuse and Fraud Financial exploitation of elders by caregivers or scam artists is not new. But the extent of the problem is ...

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Q4 2016 Newsletter

  • On : November 19, 2016

To all, We appreciate you taking the time to review our 4th Quarter newsletter and hope that you are doing well. Did you know… In September it was reported that employees of Wells Fargo – one of the largest U.S. banks – secretly created millions of accounts and credit cards for ...

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Q3 2016 Newsletter

  • On : October 11, 2016

Dear Friends, We appreciate you taking the time to review our 3rd Quarter newsletter and hope that you are doing well. Did you know… Nursing Homes and Thefts Thousands of residents in U.S. nursing homes and other long-term care institutions for the aged and disabled have had their personal ...

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Q2 2016 Newsletter

  • On : October 11, 2016

Dear Friends, We appreciate you taking the time to review our 2nd Quarter newsletter and hope that you are doing well. Did you know… Studies show that the ability to perform simple math problems, as well as handling financial matters, are typically one of the first set of skills to decline in ...

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Q1 2016 Newsletter

  • On : October 11, 2016

Dear Friends, We appreciate you taking the time to review our 1st Quarter newsletter and hope that you are doing well. Did you know… The Wall Street Journal recently published an article titled “The Difficult, Delicate Untangling of our Parents’ Financial Lives”. In this article, the author ...

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Q4 2015 Newsletter

  • On : October 11, 2016

Friends and colleagues, To kick off the New Year, we would like to show you a video testimonial from one of our busy professional Clients. Check out this video testimonial from one of our Senior Adult clients. If you know of a busy professional who would benefit from our services, please feel ...

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Q3 2015 Newsletter

  • On : October 12, 2015

Friends and colleagues, We appreciate you taking the time to review our 3rd Quarter newsletter. Check out this video testimonial from one of our Senior Adult clients. If you know of a Senior who would benefit from our services, please feel free to share this video with them and/or their family ...

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Q2 2015 Newsletter

  • On : October 12, 2015

Friends and colleagues, We appreciate you taking the time to review our 2nd Quarter newsletter. For the remainder of the year, we are going to change up our format a little bit and show you a few video testimonials from some of our clients. Please see the the video below for a testimonial from ...

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Q1 2015 Newsletter

  • On : April 22, 2015

Friends and family, We appreciate you taking the time to review our 1st Quarter newsletter and hope that you are doing well. Sincerely, Chris Baker, CPA, Managing Director Phone – 678.640.8512 Did you know… Police: Sarasota, FL CPA stole $200K from 92-year-old Unfortunately, not all CPAs ...

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