Monthly Archives: March 2017

Legal Engagement Letter

All new client engagements should have the scope of services and fees adequately defined. Otherwise, you are inviting unnecessary risk to you or your firm.  See below for a sample of an engagement letter for legal representation: (Date) (Client Name … Continue reading

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90 Day Plan To Quit My Job

Like so many of you, I am not satisfied with my job.  My wife is finishing her teaching requirements next week and should start working next August.  Our current monthly expenses are approximately $3,250, although they will go up a … Continue reading

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My Experience With Progressive Insurance

I switched from State Farm to Progressive Insurance in February.  I did this because I got a price increase on my wife’s minivan from $52 per month to $71 per month due to rating changes within State Farm. That was … Continue reading

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Filing An Income Tax Extension

As the March 15th S-Corp and 1065 deadline approaches, you may need to file an extension.  Corporations and individual tax returns are due April 18th this year. Filing an extension for your business return will also most likely mean you will … Continue reading

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