Delayed Gratification: Staying Focused to Get Ahead (Later) in Winter Park

delayed gratification

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. But this is a good … Read More

adminGrayLaneDelayed Gratification: Staying Focused to Get Ahead (Later) in Winter Park

Focus Training For Folks In Winter Park

focus training

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is now fully behind us, and … Read More

adminGrayLaneFocus Training For Folks In Winter Park

Instilling Financial Literacy For Kids In Winter Park

financial literacy for kids

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics — all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the sake of our constitutional freedoms. However, when you talk to veterans from … Read More

adminGrayLaneInstilling Financial Literacy For Kids In Winter Park

How To Manage Money For Winter Park Millennials

How To Manage Money

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k “graduations” all the way up through college and beyond), to weddings (both royal and otherwise), to sports seasons wrapping … Read More

adminGrayLaneHow To Manage Money For Winter Park Millennials

Gray Laney’s Three Tips For Resisting Financial Process Automation

Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction — with the human being … Read More

adminGrayLaneGray Laney’s Three Tips For Resisting Financial Process Automation

A 12-Point Financial Health Check For Winter Park Families And Individuals

financial health

We are now fully engaged in our tax “off season” here in Winter Park. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases various new … Read More

adminGrayLaneA 12-Point Financial Health Check For Winter Park Families And Individuals

Four Tips For Winter Park Couples To Make Money and Marriage Work Together

money and marriage

It seems like crooks these days keep finding new ways to trick people here in Winter Park into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Winter Park who are paying attention (because let’s be honest — many of our colleagues are still on vacation), … Read More

adminGrayLaneFour Tips For Winter Park Couples To Make Money and Marriage Work Together

3+ Reasons Why Winter Park Taxpayers Might Need to File an Amended Return

amended return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Winter Park office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day is very nice. We work hard around here … Read More

adminGrayLane3+ Reasons Why Winter Park Taxpayers Might Need to File an Amended Return

2018 Tax Season Reflections From A Winter Park Tax Professional

tax season

As I write, it’s the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in Winter Park are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing off the hook, and my email inbox is overflowing. Another year, another tax day … Read More

adminGrayLane2018 Tax Season Reflections From A Winter Park Tax Professional

Gray Laney’s Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in Winter Park is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your … Read More

adminGrayLaneGray Laney’s Tax Extension Breakdown