CPS Resource Center

Excerpted from “The Man Who Taught Me Everything,” By Amby Burfoot, published in Runner’s World, March 2007.

If you are lucky in life, you might meet someone who changes everything forever. If you are very lucky, you might meet this person when you are young and lacking direction. If you are very, very lucky, this person might remain an influence for decades to come–a touchstone you can revisit for counsel and wisdom. I was very, very lucky. But I sure didn’t see it coming. (more…)

I’ve attached the newsletter from Handler, Thayer & Duggan.  Jarrett Bostwick is one of the principals of this firm.

2007 Tax Trends Newsletter

On Wednesday, December 12th, we will be having a webinar with a national community foundation that is providing a gift annuity program for all your charities that may need one. Here are the instructions: The call will begin at 10:00 am PST.

To join the Live CPS Training Webinar:
1) Go to www.gotomeeting.com
2) On the left column, select the box labeled “Join a Meeting”
3) Enter Meeting ID #: 376-009-958
4) For the phone portion, dial (712) 775-7115, access code 376-009-958

I have been working on a request by many to have our webinars, videos, audio programs and pdf files available on iTunes so you could download the episodes and listen or watch with an iPod. Well, I’ve found a solution that I believe will make most of you very happy.

Click on the following link and check out the site.
http://www.avmypodcast.com/file/randitoman/podcast1.asp
(more…)

Here is a great article that relates to building a tax-exempt practice.

By Bruce Shutan
12/5/2007

Retirement is one of some 65 life transitions from cradle to grave that fall into several categories that include personal and family, work and career, money and investments, and charitable and community activities. (more…)