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    Author Archive for: "pwacpa"
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     Barry Picker, CPA, CFP & Zesha Auerbach, CPA On How To Handle A Lost W2
    By pwacpa
    In Blog
    Posted February 15, 2016

    Barry Picker, CPA, CFP & Zesha Auerbach, CPA On How To Handle A Lost W2

    The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial [...]

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     What To Do With An Inheritance (Or A Large Refund): 5 Tips From Barry Picker, CPA, CFP & Zesha Auerbach, CPA
    By pwacpa
    In Blog
    Posted February 10, 2016

    What To Do With An Inheritance (Or A Large Refund): 5 Tips From Barry Picker, CPA, CFP & Zesha Auerbach, CPA

    Even though all the news media are telling us how HARD things are out there, there are still regular people who are quietly but quickly moving forward with their financial goals. And, sometimes, [...]

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     ‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Barry Picker, CPA, CFP & Zesha Auerbach, CPA
    By pwacpa
    In Blog
    Posted February 1, 2016

    ‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Barry Picker, CPA, CFP & Zesha Auerbach, CPA

    For our East Coast friends — how are you enjoying/surviving #SnowZilla? Keep posting those pictures … and stay safe out there. For us, this week is actually heating up a little! The [...]

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     Barry Picker & Zesha Auerbach, CPAs On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep
    By pwacpa
    In Blog
    Posted January 25, 2016

    Barry Picker & Zesha Auerbach, CPAs On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

    This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren’t pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of [...]

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     Barry Picker & Zesha Auerbach, CPA on Teaching Your Kids About Money In 8 Effective Steps
    By pwacpa
    In Blog
    Posted January 20, 2016

    Barry Picker & Zesha Auerbach, CPA on Teaching Your Kids About Money In 8 Effective Steps

    The big news in tax land last week was about the states that are choosing to delay their refunds because of concerns over identity theft. Right now, Illinois, Utah and Louisiana are delaying [...]

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     Barry Picker & Zesha Auerbach, CPA’s: “What Documents Do I Need For Tax Time?”
    By pwacpa
    In Blog
    Posted January 12, 2016

    Barry Picker & Zesha Auerbach, CPA’s: “What Documents Do I Need For Tax Time?”

    Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. With the way the schedule worked out this year, it almost feels like we’ve been in a [...]

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     Barry Picker & Zesha Auerbach, CPA’s 4 Tips To Start Planning For Your Financial Goals In 2016
    By pwacpa
    In Blog
    Posted January 4, 2016

    Barry Picker & Zesha Auerbach, CPA’s 4 Tips To Start Planning For Your Financial Goals In 2016

    I woke up Monday morning, after the wonderful holiday weekend … and I had a realization: there are only THREE days left in 2015. Obvious, yes … but it carries implications for your [...]

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     Barry Picker & Zesha Auerbach, CPA’s Four Good Reasons To Give, No Matter The Tax Deduction
    By pwacpa
    In Blog
    Posted December 22, 2015

    Barry Picker & Zesha Auerbach, CPA’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 [...]

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     Barry Picker & Zesha Auerbach, CPA’s End Of 2015 Tax Tips
    By pwacpa
    In Blog
    Posted December 15, 2015

    Barry Picker & Zesha Auerbach, CPA’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 [...]

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     Barry Picker & Zesha Auerbach Confront 3 More Estate Planning Myths That Might Surprise You
    By pwacpa
    In Blog
    Posted December 7, 2015

    Barry Picker & Zesha Auerbach Confront 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 [...]

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