Christian Money Management

Post tagged with Christian Money Management

Atlanta CPA...Do You Have an Investment Philosophy?

August 25th, 201108:43 AM ET

By John Dillard

Atlanta CPA...Do You Have an Investment Philosophy? Who's Managing Your Money? Do You Have an Investment Philosophy? Sometimes it is wise to get a fresh perspective on your investments and see if you can do better than you present portfolio mix. The below is a sample letter I might use to send to my financial adviser to evaluate varying investmen...
Duluth CPA Asks...Can't Get Your Finances Together?

May 13th, 201108:28 AM ET

By John Dillard

Can't Figure Out Where Your Money is Going? Can't Get Your Finances Together? Does Your Money Situation Appear to be the Size of an Elephant? Eating an elephant CAN be done...one bite at a time. Working diligently and methodically is essential to making your money work for you. You have to control it. Not the other way around. The below is ...
Christian Money Management: Knowing The Time Value of Money

May 09th, 201102:37 PM ET

By John Dillard

Knowing The Time Value of Money Christian Money Management Over the last three decades I have consistently done one simple thing when I eat out. Order a glass of water rather than a Coke or Sweet Tea (we are in the south after all). I figure over time at eating out an average of 2.5 times a week, saving a $1.75 per beverage that I saved ...
Using Life Insurance with Estate Planning

November 14th, 200912:21 PM ET

By John Dillard

Using Life Insurance with Estate Planning Even with reduced estate tax rates and higher exclusion levels, Americans could still be on the hook for billions of dollars in estate taxes over the coming years. More than half a million estate tax returns were projected to be filed with the IRS in calendar years 2004 to 2010.1 F...
Advice on Investments and Christian Money Management Taught by Metro Atlanta CPA

November 10th, 200910:02 AM ET

By John Dillard

Advice on Investments and Christian Money Management Taught by Metro Atlanta CPA I recently received an inquiry from a client regarding their capital losses and their investment decisions and it is listed below: John, I need to know how much I have in carryover losses to apply to this year's capital gains. I'm trying to decide if I need to sell o...
Position Your Tax Obligations with the IRS to Ensure Successful IRS Representation Taught by Duluth GA CPA

October 22nd, 200907:43 AM ET

By John Dillard

Position Your Tax Obligations with the IRS to Ensure Successful IRS Representation Letters and indeed all correspondence to the Internal Revenue Service should help the CPA, the IRS, and the taxpayer towards successful tax resolution of disputed tax items. Below is a sample letter a taxpayer might use when they are filing several back years ...
Gwinnett CPA Teaches Addressing IRS Notices

October 19th, 200907:53 AM ET

By John Dillard

Gwinnett CPA Teaches Addressing IRS Notices Below is a sample of a notice I might receive from a taxpayer regarding their receipt of an IRS Tax notice detailing their concerns and questions. Addressing IRS notices and payroll tax issues are the bane for many taxpayers and the hiring of a competent payroll service is your best bet to ensure that yo...
Procrastination: Your Costly Foe

October 14th, 200908:07 AM ET

By John Dillard

Procrastination: Your Costly Foe Getting people to make a decision is the number-one problem financial professionals face when working with their clients, according to a recent poll.1 Of the three main barriers that most people face when trying to reach their financial goals - taxes, inflation, and procrastination - the first two are practically g...

About this blog

John Dillard, an author and Certified Public Accountant, serves HIM by serving you with his expertise in this blog... one tax return at a time!