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

Filing Late On Taxes? You Might Actually Be Among Winter Park’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

adminGrayLaneFiling Late On Taxes? You Might Actually Be Among Winter Park’s Smartest

The Behavior Profile of Our Winter Park Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

adminGrayLaneThe Behavior Profile of Our Winter Park Clients with the Highest Level of Financial Security

Gray Laney’s 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

adminGrayLaneGray Laney’s 6 Negotiation Tips To Get What You Want