The H Group

team update

Q2 2018 | Team Update

Once a quarter, we like to give a team update to let you know what’s going on in our lives both personally and professionally. Here’s what the second quarter of 2018 looked like for us. Taking advantage of all the sunshine we have been experiencing, Michelle has been outdoors as much as possible. Visits from family and friends…

farm to table

Marion Polk Food Share | Farm to Table

Did you know that one of five people in our community go to bed hungry every night? Marion Polk Food Share is working hard to change that. Their programs range from emergency food supply, managing Meals on Wheels, coordinating incredibly fertile community gardens and much more. Over 90% of every dollar raised goes directly toward supporting these services. These…

2018 1040

Draft 2018 1040 Form

Prior to our client meetings, we send out a brief questionnaire to understand what we can prepare in advance to assure our time together is valuable. In a recent questionnaire, a client asked a great question, “How will the latest tax reform bill impact my 2018 return?” During lunch with a CPA last week, I learned that she…

trustee

Free Workshop for Trustees

In working with their estate planning attorney, many of our clients choose to name a child or other family member as their successor trustee. In most cases, that individual has little to no experience serving in this important capacity. Here’s a great opportunity to educate trustees and answer their questions proactively. Our friends at Collier…