Another Successful Client Survey!
Written by: Cindy Joyce I would like to offer a sincere thank you to our clients who participated in the 2019 Client Survey. The survey concluded in November and we received the summary right before the holiday season. It is a true gift to see that our clients...
read moreAgili’s Best Financial Planning Advice for the New Year
Written By: Jen Pieson Happy New Year! We hope you have a healthy and prosperous 2020! The New Year serves as a milestone to reflect on what’s happened over the last twelve months and proactively plan for the future. Sometimes we’re proud of the things we’ve...
read more2019 Year-End Tax Reminders – December 31st Is Just Around the Corner!
Written by: Marilee Falco, CFP®, ChFC The holidays are almost here and everyone is busy. Nonetheless, it is important to take some time to make sure your year-end tax items are complete. There is no extension for December 31st! The following items must be completed...
read moreGlobal Involvement: Kenya Art Experience
Written by: Nigel Williams It was nearly a month ago that I began the 24 hour trek to Nairobi, Kenya with a group of fellow sound engineers, musicians, songwriters, and visual artists. None of us had made such a trip, but we were very eager and excited to learn and...
read moreThe Bugaboo of Tax Planning: Withholding vs. Estimated Payments
Written by: Elissa Wurf, PhD, CPA, EA Today I made my weekly trip to the grocery store. When I returned home and put my groceries away, I noticed that my receipt came with a warning: the broccoli florets I purchased had a recall for Listeria contamination, and I was...
read moreImprov, Ambassadors Training and the Agili Company Retreat
Written by: Adrienne Martin Suffice it to say that one can learn a lot about one’s coworkers during an “improv” workshop at an annual company retreat. For starters, we learned that on her first date with her now husband, Marilee Falco was held up at gunpoint! An...
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