by Jamie E O'Kane, CPA | Nov 6, 2017 | Uncategorized
The dollar amount of death benefit payouts that seniors 65 and older forfeit annually through lapsed or surrendered life insurance policies is more than the net worth of either Mark Zuckerberg (Facebook) or Jeff Bezos (Amazon) – $112 billion! That’s $112 billion worth...
by Jamie E O'Kane, CPA | Oct 23, 2017 | General Business
When people see our package of services they sometimes comment that they don’t need the “royal treatment” or will call us when they are a “big wig.” I understand what we offer seems like a lot when comparing our services to other accountants who just do tax returns....
by Jamie E O'Kane, CPA | Sep 15, 2017 | Uncategorized
Top 5 Local Coffee Shops I love coffee as much as I love tax planning and the counting of beans. I spend a great deal of my time out and about networking with referral partners, meeting new people and catching up with clients. Most of the time we are conversing over a...
by Jamie E O'Kane, CPA | Aug 10, 2017 | General Business
I would like to introduce Matthew T. McClintock, JD brilliant lawyer and, I am told, a pretty great poker player. Matt specializes in the legal aspects of estate planning and is my go to business law source. Matt takes the same collaborative approach we do to client...
by Jamie E O'Kane, CPA | Aug 3, 2017 | General Business
If I could give every business owner a handy little checklist for people they need in their life this is what it would look like! One: Someone who knows the ins and outs of business law and will be in your corner. It is extremely beneficial to have a...
