I apologize for the infrequent updates lately to FPPad. So what’s been keeping me so busy in the last few weeks?
The end of a calendar year is especially busy for most independent wealth management firms, and ours is no exception. Between closing the books, communicating quarterly estimated tax payment information, creating client reports, and calculating fees, there are lots of processes and procedures to follow to ensure that nothing falls through the cracks.
In addition, when I’m out of the office, I’m very busy coordinating the final sessions for the FPA of Oregon & SW Washington’s annual Mid Winter Conference, plus I’m teaching AARP TaxAide classes every Saturday. So I think I have good excuses for not posting!
