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16

August

Per Stirling North Austin Shred Party

4900 Spicewood Springs Road. Austin, TX 78759   Most Individuals and businesses know how valuable it is to retain important financial and legal documents, but after a certain period of time, how long is too long? Stockpiling sensitive information can pose a security issue, or even breach compliance regulations in today’s privacy-conscious world. So whether […]

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17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]

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