Q1 2015 Newsletter

  • On : April 22, 2015

Friends and family,

 

We appreciate you taking the time to review our 1st Quarter newsletter about seeking help from the right financial professional, and hope that you are doing well.

 

Sincerely,

Chris Baker, CPA, Managing Director

Phone – 678.640.8512

Chris Baker Financial Professional

 


 

Did you know…

 

Getting help from a financial professional

 

Police: Sarasota, FL CPA stole $200K from 92-year-old

 

Unfortunately, not all CPAs are created equally. A Sarasota County CPA has been charged in a theft case where authorities contend he stole nearly $200,000 from a 92-year-old client who was incapacitated and in an assisted living facility. In total, authorities allege the CPA withdrew $195,592 from the woman’s Sabal Palm bank account and another bank account at SunTrust Bank. Many of the transactions and withdrawals were made at casinos in Tampa and Immokalee. The investigation revealed the CPA’s transactions dated back to 2011 and continued through August 2014, when the bank became suspicious of the activity, according to the Sherriff’s office. For the entire article, click  here.

 

How this may affect you or someone you love:Be sure to check the background of any financial professional you might consider using for any type of financial assistance. This can be something as simple as asking for 2 or 3 references. At Baker DMM, we are CPAs that you can trust. Just ask us for our references and will be happy to provide them to you.

 

If Baker DMM had been working with this 92 year old, this crime would have never lasted as long as it did. Our proven financial record keeping system was specifically built for this reason… to be able to review for unusual and/or fraudulent transactions. If you or your loved need a financial professional for  assistance, please give us a call today at 678.640.8512.

 


 

Tip of the day…

 

Infographic advice from a financial professional

 


 

It’s good to laugh…

thinking about getting support from a financial professional

“I know lots of people who are educated far beyond their intelligence”

 

Lewis Grizzard, 1946 – 1994

 


 

It’s good to smile…

 

funny meme from a financial professional

 


 

And it’s good to keep things in perspective…

 

peace of mind comes with assistance from a financial professional

 

“While two dogs are fighting for a bone, a third runs away with it.”
15th Century English Proverb

 

Craig Hobson
Craig Hobson