Filing Late On Taxes? You Might Actually Be Among Southwest Louisiana’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

Joshua OrtegoFiling Late On Taxes? You Might Actually Be Among Southwest Louisiana’s Smartest

The Behavior Profile of Our Southwest Louisiana Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

Joshua OrtegoThe Behavior Profile of Our Southwest Louisiana Clients with the Highest Level of Financial Security

Joshua L. Ortego’s 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

Joshua OrtegoJoshua L. Ortego’s 6 Negotiation Tips To Get What You Want

Capital Planning Associates, LLC’s 2017 Tax Preparation Checklist

Tax Preparation Checklist

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at Capital Planning Associates, LLC haven’t much changed: we’re still cranking along in preparing your 2017 taxes, meeting … Read More

Joshua OrtegoCapital Planning Associates, LLC’s 2017 Tax Preparation Checklist

3 More Reasons Why More Southwest Louisiana Families Don’t Have Estate Plans

Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We’ve been enjoying the opportunity to reconnect with so many longtime friends from Southwest Louisiana who trust us with their most sensitive financial details — and we don’t take that privilege lightly. And because I don’t take this lightly, I also want to take the … Read More

Joshua Ortego3 More Reasons Why More Southwest Louisiana Families Don’t Have Estate Plans

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Southwest Louisiana Families

Estate Planning For Dummies

I’m not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly to the shouting at each other over root causes. But the fact … Read More

Joshua OrtegoEstate Planning For Dummies: Two Estate Planning Myths Debunked For Southwest Louisiana Families

2018 Tax Refunds Have You Confused? Joshua L. Ortego Provides Clarity

Tax Refunds

We are cranking along with tax return preparation here at Capital Planning Associates, LLC, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look — it is our J-O-B to handle this junk so you don’t have to, which is why I make it a point to not … Read More

Joshua Ortego2018 Tax Refunds Have You Confused? Joshua L. Ortego Provides Clarity

5 Tips To Think More Clearly About Financial Decisions For Southwest Louisiana Taxpayers

Financial Decisions

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Capital Planning Associates, LLC. Southwest Louisiana clients have been streaming through our doors, and we’ve been enjoying our little mini-reunion with so many longtime friends. Now, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the … Read More

Joshua Ortego5 Tips To Think More Clearly About Financial Decisions For Southwest Louisiana Taxpayers

Five Common Retirement Strategy Mistakes We’ve Seen in Southwest Louisiana

Retirement Strategy

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Southwest Louisiana clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at this tax reform bill, the more I see opportunities … Read More

Joshua OrtegoFive Common Retirement Strategy Mistakes We’ve Seen in Southwest Louisiana

Are DIY Taxes Truly Free For Southwest Louisiana TaxPayers?

DIY Taxes

If you watched any football over the weekend, you probably saw this year’s version of the popular tax software maker* touting “free taxes” or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the underlying message also leaves a little to be desired. *Name of said software maker withheld … Read More

Joshua OrtegoAre DIY Taxes Truly Free For Southwest Louisiana TaxPayers?