by David Von Forney | Mar 29, 2023 | Uncategorized
Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier. And as tax season rolls along here, we’ve been meeting with a bunch of Castle Rock clients, submitting returns, and helping many...
by David Von Forney | Mar 23, 2023 | Uncategorized
There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention. But here’s my quick take: Unless you are a CFO of a startup or you actually live in the Silicon Valley...
by David Von Forney | Mar 8, 2023 | Uncategorized
Here we are … already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More importantly,...
by David Von Forney | Mar 7, 2023 | Uncategorized
About 43 days left in “tax season.” That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022. My team and I have obviously been taking care of this for our Castle Rock clients, marking...
by David Von Forney | Mar 1, 2023 | Uncategorized
Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock full of...
by David Von Forney | Feb 22, 2023 | Uncategorized
First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me. The TurboTax campaign (“Don’t do...
