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

Joshua Ortego On How to Win Through Giving

The fall is here, but before we’re able to *really* enjoy it around here at Team Price, we are carefully working through our roster of 2014 tax returns that were put on extension. As I mentioned last week — we are still able to set appointments for other matters (like tax planning, etc.), but our focus is pretty strongly set … Read More

Joshua OrtegoJoshua Ortego On How to Win Through Giving

Joshua Ortego On How Having a Tax Strategy Wins Out

As I’m writing this, chances are good that we are headed towards yet another federal government shutdown of some sort, due to Congressional disagreement over a host of different funding and tax related items. (Forbes just bumped the probability from 67% to 75%.) And if doesn’t happen October 1, it may be happening in December. Gotta love those lawmakers. Snarky … Read More

Joshua OrtegoJoshua Ortego On How Having a Tax Strategy Wins Out

Joshua Ortego Shares On Family Life on a Single Income

Last week I wrote about preparing for financial chaos, and gave you some step-by-steps for what your priorities should be right now. Got a bunch of wonderful feedback, so THANK YOU for taking the time to do that. I see every email that comes my way, and I love getting responses to what I put out there for you. So, … Read More

Joshua OrtegoJoshua Ortego Shares On Family Life on a Single Income