Joshua Ortego’s Four Good Reasons To Give, No Matter The Tax Deduction

I’ve finally discovered the real secret of these holidays. It is the one common thread through every faith this time of year, and it is one of the most unifying factors in our Western culture. Shopping. I say that with a good helping of eye-rolling. Whichever faith tradition you hold dear, it’s likely to have become extremely commoditized and “product-ized” … Read More

Joshua OrtegoJoshua Ortego’s Four Good Reasons To Give, No Matter The Tax Deduction

Joshua Ortego’s End Of 2015 Tax Tips

Well, communication and requests are now coming across my desk in a way that we haven’t seen for a few months, but I’ve come to expect it for this time of the year. We are in our intense “preparatory” stage for tax season AND so are our (smarter) clients. I absolutely love what I get to do … but it … Read More

Joshua OrtegoJoshua Ortego’s End Of 2015 Tax Tips

Joshua Ortego Confronts 3 More Estate Planning Myths That Might Surprise You

As is my habit, this post is being composed on Monday … and today happens to be good ol’ Cyber Monday. I say “good ol” because, well, the days are long gone when the actual rationale behind it was true: remember — everyone had dial-up at home, and Monday was the first day after the holiday weekend that most people … Read More

Joshua OrtegoJoshua Ortego Confronts 3 More Estate Planning Myths That Might Surprise You

Price On Finding Blessings in Whatever Financial Situation You Are In

You know how Thanksgiving as a federal holiday got its start, don’t you? I’m not talking pilgrims here … but more about why we all have a few days off this week. Smack in the middle of horrendous civil war, President Lincoln proclaimed the last Thursday of November as a national day of Thanksgiving which should take place every year. … Read More

Joshua OrtegoPrice On Finding Blessings in Whatever Financial Situation You Are In

Joshua Ortego Exposes Common Myths About Estate Planning in 2015

I think there are two components to our shared reaction about the events in Paris on Friday. On one hand, we have the grief… Seeing those gruesome images, imagining the regular families whose lives have been forever upended … it’s all so immeasurably sad. And what makes it worse, I think, is wondering what we are to do in response. … Read More

Joshua OrtegoJoshua Ortego Exposes Common Myths About Estate Planning in 2015

Price’s 6 Ways to Climb Out of Your Credit Card Debt

So, last week I wrote you about your holiday spending, and making sure that you don’t find yourself caught up in all the merchandising and hooha — specifically of the retail variety. (Let’s ALL get caught up in the transcendent beauty of the season, shall we?) And it made me think about some clients that I’ve walked with over the … Read More

Joshua OrtegoPrice’s 6 Ways to Climb Out of Your Credit Card Debt

Price On How To Make The Most of Your Holiday Spending

It’s hard to believe, but Thanksgiving is THIS MONTH. The October Classic is in the books (congrats to the KC Royals), and parents everywhere are enjoying their parental “Candy Tax“. It feels like a seasonal page has truly been turned. And right around the corner will come the Christmas and other winter holidays. Stores are already stocking their shelves with … Read More

Joshua OrtegoPrice On How To Make The Most of Your Holiday Spending

How The Tax Code Makes Regular Southwest LouisianaTaxpayers Angry

Many people think that preparing taxes for a living is a somewhat easy assignment. Bless their hearts. It’s NOT just “filling in the boxes” and having the spreadsheets or the software spit out the results. I WISH it were so simple. There’s three big reasons why it’s much harder than that — even for many professionals. 1) The tax code … Read More

Joshua OrtegoHow The Tax Code Makes Regular Southwest LouisianaTaxpayers Angry

Joshua Ortego’s 11 Smart Ways To Reduce Your 2015 Tax Bill

Last week, we tied a bow around all of our client tax returns for 2015, i.e. for “tax year 2014”, as the extension deadline came and went. It feels good to turn the page and move into our intensive preparation season for tax season 2016. (And now I’m searching for a third metaphor for that paragraph — which it needs … Read More

Joshua OrtegoJoshua Ortego’s 11 Smart Ways To Reduce Your 2015 Tax Bill

Joshua Ortego’s 5 Tips for Successful Business Lunches

The other day, I saw an article that made my jaw drop — and reminded me (once again) why we do what we do. Remember the BP oil spill in the Gulf? Yes, it was a while ago … but the region is still feeling the after effects, and not just environmentally. But for BP, it sure has been nice … Read More

Joshua OrtegoJoshua Ortego’s 5 Tips for Successful Business Lunches