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Welcome
to our office on the Web |
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Joe
holds the AICPA certification of "Personal Financial Specialist" and is a member
of the PFP "Personal Financial Planning section of the AICPA. The AICPA’s
Personal Financial Planning Section is the premier provider of information, tools,
advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk
management and investment planning advice to individuals and closely held entities. Joe is
also a member of the tax section of the AICPA.
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In July 1909 the
House of Representatives joined the Senate in passing the 16th Amendment to the
U.S.Constitution allowing for a federal income tax, and submitted it to the states. It was
declared ratified in February 1913.
Things you should
discuss with your financial advisor
What lifetime financial goals
are most important to you? What has been your greatest personal financial frustrations? What else could your advisor do to help you solve your problems or achieve your goals? What are the major financial challenges that people in your situation face today? What is important to you in your relationship with a financial advisor? Some things to think about concerning your financial advisor What are the major benefits you have enjoyed working with your financial advisor? Would you recommended your financial advisor to a friend? What originally prompted you to do business with your financial advisor? Evaluating your financial investments and your financial advisor are both important parts of your investment policies. If you find you are uncomfortable in any of the above areas you need to discuss this with your advisor. If Joe Hicks is your advisor he would like to discuss these issues with you. If you are thinking about changing advisors Joe would like to discuss that with you. Best Regards Joe H. Hicks Jr. CPA Link to our LocationAdditional
information can always be found at the IRS Web site, http://www.irs.gov.
U.S. Savings Bonds on the Web Pay by Credit or Debit Card
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