Information and Events
Welcome to the Resource Center. Visit this area to gain insight in financial management and see upcoming events.
Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.
Tax Topics
Tax Organizers
Find various downloadable tax organizers here.
Recordkeeping Requirements
How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.
Individual Return Key Filing Dates
Key Federal filing dates for Individuals are listed here.
Smart Finance
Smart Banking
Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.
Events
Events
Business Planning. Register today at www.sbplan.eventbrite.com. Early bird pricing for 6 sessions is only $125.00.