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

Price’s 6-Step Plan For Preparing For A Financial Emergency

Here at Team Joshua Ortego, we are working hard through a pile of returns for our Southwest Louisiana tax clients, both from extensions and for corporate filings (due tomorrow, 9/15, as I sit down to write this on Monday morning!) — but that doesn’t mean I won’t carve out the time to write a blogpost for my Southwest Louisiana area … Read More

Joshua OrtegoPrice’s 6-Step Plan For Preparing For A Financial Emergency

Joshua Ortego’s 11 To-Dos For Your ‘Financial Health’ Day

I’ve become increasingly aware that although I share with you strategies, tips and whatnot every week — it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That’s ESPECIALLY true as we ramp up on the cusp of fall. And even for the … Read More

Joshua OrtegoJoshua Ortego’s 11 To-Dos For Your ‘Financial Health’ Day

Price’s Key Reminders & Tax Savings During Troubling Times

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been “blessed” with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed, as I write this on Monday, the Chinese markets have dived 9 percent, and the dollar is taking a tumble … Read More

Joshua OrtegoPrice’s Key Reminders & Tax Savings During Troubling Times

Price On Real World College Expenses

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG … … As of July, 6.9 million Americans with student loans hadn’t sent a payment to the government in at least 360 days, quarterly data from the Education Department showed this past week. That was up 6%, or 400,000 borrowers, from a year earlier. [my emphasis] … Read More

Joshua OrtegoPrice On Real World College Expenses

A Critical 2015 Tax Planning Checkup for Southwest Louisiana Taxpayers

We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay attention to politics are all probably eagerly looking forward to being done with the Presidential election cycle (which is still more than a year out!). But … Read More

Joshua OrtegoA Critical 2015 Tax Planning Checkup for Southwest Louisiana Taxpayers