"My financial adviser told me to go ahead and do a Roth IRA conversion and it has already been completed." I hear this a lot in my line of work and my first question always is "Did your financial adviser instruct you to check with a CPA on what the tax implications of this transaction will be first?" Most of the time the answer is NO! A message to all financial advisers for the benefit of your clients - make sure you coordinate with a CPA before you embark on recommending a R

Every year I hear people talking at a BBQ / Holiday Party about how they spent two Saturdays working on their taxes in some "Do-It-Yourself" tax software or went down to the local national tax prep office to get their taxes filed. I don't know about you but I can't afford to lose two Saturdays - life is too short! Taking your taxes to these national tax prep offices is like paying your dentist to perform a triple by-pass - quality and accuracy of service is extremely low. I c