Important Reminder of Holiday Next Monday June 19th 2023 … Money not to move … Bad Idea to move funds near a skeleton crew Summer Holiday…
Mind the new mostly National Holiday, Juneteenth!
Category Clients/Clients Only
SLOA mailed in May – What’s a SLOA? Standard Letter of Authorization (Clients) … Friday
Watch for those SLOA letters!
First Quarter 2023 Review, Advanced Analysis Pilot, Tax Season, Interest Rate Anniversary
First Quarter 2023 Review Fourth Quarter Look Ahead
Green Light on Taxes – Corrected 1099 Out – You Lucky One have already been contacted!
Corrected 1099 Out - Only One!
Sudden Increase in Spam both email and text…. Reminder to complete those patches! 18 examples recorded in less than two weeks for your viewing! Do not Bite on a Spam Email/Text Could Be Hazardous!
Watch out for new Spam!
Friday Office Hours, Out but Tethered …Time Change Weekend … Spring Break … Punxsutawney Phil Spring Tree Update … Spam/Cyber Preview – Look Out they are Back!
Time Change Weekend!
Proxy Season is Here … Why We Vote For You and What to Do if You are Receiving Proxy Information
Stop the Proxy Mailings!
Fourth Quarter 2022 Review, Bill(s), Rates, Bills and Sunshine – Private Policy, Annual Offerings
Fourth Quarter 2022 Review Fourth Quarter Look Ahead
It’s A Party … Party Party … One Week from Tomorrow … DMA Holiday Parking Reimbursement Instructions, Coupons in the Founders Room … Friday
Founders Room for Parking Coupons
Holiday Party Saturday November 19th – Dallas Museum of Art – Founders Room 2 PM Meet and Greet …. Saturday Before Thanksgiving …
We really like the novelty and tradition of the paper invite…but not the formatting issues associated with the sixth revision, to make it just “Perfect!” that dropped the day of the event…. grrrrrr Thanks for all the jabbing…. much deserved……