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Tips on taxes, etc.: Financial organization for the paper-work impaired
San Antonio Business Journal - by Allen Robertson Jr.
Every spring, as April 15 approaches, many individuals go into panic mode due to the fact
that they are completely unorganized when it comes to their personal financial records.
With all of the other responsibilities that everyday life entails, keeping up with personal
financial papers such as receipts, tax returns, bank and credit card statements can be a
challenging task. Add to that the fact that many people don’t know what is important to
save and what can be thrown away, and it is easy to understand why many papers end up
crammed into drawers and shoeboxes.
The truth is that personal financial information is as vital to an individual as financial
statements are to a large corporation. Tax laws require the keeping of certain financial
records in support of personal tax returns. As if compliance with the law isn’t enough of a
reason to get organized, there is the fact that an organized financial life can actually save
a person money by reducing accountant’s fees, preventing the overpaying of taxes and
— if a person should ever be audited — reducing the amount of time and money wasted
searching for the necessary financial documentation. Click here to read the full article.
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| Please join Carneiro, Chumney & Co., L.C. and its national affiliate BDO Seidman for this important 3 hour seminar which will highlight some of today’s most pressing issues concerning not-for-profit organizations.
Carneiro Chumney & Co., LC has a more than 80 year history in San Antonio and South Texas of providing professional services to not-for-profits. Together with our national affiliate BDO Seidman, our speakers offer a wealth of knowledge and breadth of services that go unmatched.
Topics discussed will include:
- Executive Compensation Issues
- Governance Issues (Including the responsibilities of Board and Audit Committees. Disclosures in the Form 990. Selecting and training Board Members and more. )
- Not-for-Profit Accounting and Reporting Developments
- Update on Activities of Congress and Other NPO Watchdog Organizations
Course Audience: All CFO’s, comptrollers, accountants, other management level personnel, officers and other board members of nonprofit organizations will benefit from this seminar.
Tuesday, May 25, 2010 7:30 Breakfast Registration ~ 8:15-11:30am Seminar
(This event is complimentary!)
Doubletree Hotel San Antonio 37 NE Loop 410 ~ San Antonio, TX 78216 www.sanantonioairport.doubletree.com
RSVP Space is limited. If you plan to attend, please contact Christine Syphers at 210.342.8000 ext. 101 or csyphers@carneiro.com no later than May 20, 2010
This seminar qualifies for 3 hours of CPE Credit under the standards of the Texas State Board of Public Accountancy. Prerequisites: None
We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. Our registration does not constitute an endorsement by the Board as to the quality of our CPE program
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