Tom Bass’ Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters. And this year, there are LOTS of things to consider as we approach 12-31-18. Because yes — the standard deduction this year has been significantly increased, and it might make sense for you to take that. Or, it might not. There are so … Read More

adminBassTom Bass’ Nine Can’t Miss Questions For Year-End Tax Planning

Tom Bass’ Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

Is it just me, or does it feel like Thanksgiving week arrived suddenly this year? And how did it get here so fast? With so many momentous events over the past few weeks (elections, shootings, wildfires, and more), it feels a bit surreal — and incongruous, even — to think about pausing for the sake of giving thanks. But, as … Read More

adminBassTom Bass’ Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

One Significant Habit Of The Wealthy In Orange County — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray. There’s lots to be frustrated by, and plenty to … Read More

adminBassOne Significant Habit Of The Wealthy In Orange County — Generous Charitable Contributions

One Trump Tax Plan Mistake That Tom Bass Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

adminBassOne Trump Tax Plan Mistake That Tom Bass Wants You To Avoid

What To Do When You Experience A Sudden Income Increase In Orange County

I don’t know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it’s good to put all the shouting behind us. Er, well … maybe the shouting never ends. … Read More

adminBassWhat To Do When You Experience A Sudden Income Increase In Orange County

Accountable Solutions’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans. We’re all about those plans. These days, we’re working with a fair number of our Orange County clients to get ahead of all of the changes to the tax code. Yes, there’s a larger standard deduction next year, and that might make sense for you. But I’ll tell you what DOESN’T make sense: not taking action now … Read More

adminBassAccountable Solutions’s Guide to Nailing this Year’s Holiday Budget

What Is The Proper Role Of A Orange County Small Business Owner?

Firstly, I gotta say — we’re past the midpoint of October, and, well … the calendar is speeding up. Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it’ll be too late to fix problems like missing the new 20% QBI reduction, lost MERP … Read More

adminBassWhat Is The Proper Role Of A Orange County Small Business Owner?

Tom Bass’ Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven’t worked with us before the year is over, and we aren’t able to make … Read More

adminBassTom Bass’ Key Points On How To Make Sound Financial Decisions (Part 2)

Tom Bass’ Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

adminBassTom Bass’ Common Financial Mistakes (Part 1)

Tom Bass’ Five Key Elements For Setting Smart Business Goals

When I sit down with my business owner clients (whether in person or on the phone), we try to look at EVERY aspect of their business, not just their books. And there is often great clarity when we peek at what is *behind* the books (marketing, sales, management, asset management, etc.). The good news for my business owner clients is … Read More

adminBassTom Bass’ Five Key Elements For Setting Smart Business Goals