Wallace Plese + Dreher Announces Three New Partners
Wallace, Plese + Dreher elected three new partners, Randy G. Brammer, CPA, CCIFP, Michelle Flynn, CPA, and Sara B. Nance, CPA, effective July 1, 2016, bringing the Firm’s total partners to nine.
News
Voted No. 1 Accounting Firm
Wallace, Plese + Dreher (WP+D) Voted No. 1 Accounting Firm by Ranking Arizona: The Best of Arizona Business 2016.
Avoiding Probate
You may have heard people say you should “avoid probate” in your estate and wondered: What does that mean? This article discusses probate issues and ways to avoid them.
Key Financial Issues and Retirement
In 2016, the Baby Boomer generation will turn 59 years old and be eligible to withdraw funds from their qualified retirement funds without incurring the 10% early withdrawal penalty. Many may not be ready for full retirement. Preparing for retirement takes planning and financial matters for retirement should not be ignored.
Mark R. Dreher, CPA – Designated Managing Partner
In December 2015, Wallace, Plese + Dreher (WP+D) designated Mark Dreher as managing partner. Scott Wallace, former managing partner since 1997, remains a partner and dedicates time to serving clients and business development.
General Guidelines for Closing an Estate
Many factors impact the length of time it takes to close an estate, including size, complexity, and state law. Sometimes, estate proceedings continue to be open for years with no end in sight. As an executor, personal representative, or heir of an estate, you should be aware of a few general guidelines for closing an estate.
Are you treating your family business as a royal dynasty?
Take a disciplined approach to determine the best choice for running a family-owned business. Current senior owners should consider applying seven common-sense steps.
Wallace, Plese + Dreher Announces Jerry Miles New Partner
Wallace, Plese + Dreher announces new partner, William G. Miles, CPA, CFP.
Wallace, Plese + Dreher Announces Promotions
Wallace, Plese + Dreher congratulates 8 professionals on their well-deserved promotions.
Michelle L. Flynn, CPA – Arizona Republic 2015 Who’s Who in Business
Wallace, Plese + Dreher (WP+D) is among Arizona Republic’s 2015 top 10 mid-sized accounting firms and Michelle Flynn is honored as top-ranking woman in chosen category.
Safeguarding Personal Information Against Online Surveillance
The Internet has revolutionized our lives. It facilitates transactions and information transmission. With opportunities there are risks. In today’s Web-based world, it is critical to know contents of your “digital dossier” and take steps to minimize risks that various forms of online surveillance create for personal and financial security. Respond Online to IRS Requests to Verify Identity When the IRS receives a suspicious tax return
Tax Paperwork – Keep or Toss?
Over the years, tax and other paper records tend to mount. Many individuals and companies keep records longer than necessary in case the IRS, state tax authorities, or another regulatory body inquires about a course of action. The following record retention guidelines can prevent your home or office from looking like a TV show about hoarding. E-filing is on the upswing. According to