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Ag Team To Attend Iowa State Center for Ag Law & Taxation Event

      

Jeff Coleman, Chad Van Houten, Donae Caravalho, and Jeff Bowman will attend a two-day seminar about farm income tax, estate and business planning from July 30-31. Hosted by the Iowa State Center for Ag Law & Taxation, this seminar is designed to provide attendees with a comprehensive and practical understanding of major agricultural tax, estate, and business planning issues. Jeff Bowman, CPA and Principal, says, "I'm excited because they have an excellent panel of national experts to talk about current updates from tax court cases and IRS rulings that impact our ag clients. It's also a great chance for our team to brainstorm and discuss some of the most complicated technical client issues that we deal with in regards to business entities and tax planning." 

In Loving Memory of Galen Gray

      

With profound sadness we announce that Galen Gray, CPA, passed away on June 25 after a brief, yet valiant, battle against cancer. Galen was dedicated to public accounting and his clients for over 40 years - a true example of hard work, dedication and success. As client service manager, he provided tax and accounting services to many clients. He was a CSU Stanislaus alum and a member of the AICPA and the CAL Society of CPAs. Galen is deeply and dearly missed by his Grimbleby Coleman family and friends.

Grimbleby Coleman to Support the Boys and Girls Club by Sponsoring "Battle of the Paddles 2015"

      

We are proud to announce our Team Level sponsorship of Battle of the Paddles 2015, an event in support of Stanislaus County youth, at 6 p.m. Oct. 9 at the Modesto Centre Plaza. Teams will go head-to-head in ping pong for championship bragging rights! Fun seekers can try their hand at darts, play a variety of competitive and non-competitive games and activities, or just enjoy artwork by the club's kids. Better yet, you could participate as a featured table or paddle sponsor! For more information about becoming a sponsor, view or download the PDF.

Lisa Mazza and Erica Hughes of True Strength Wellness Attended The National Association of Women Business Owners Meeting

      

In June, Lisa Mazza, CPA and Principal, attended the National Association of Women Business Owners (NAWBO) meeting in San Francisco with client Erica Hughes of True Strength Wellness.  Lisa is excited to have recently joined the SF Chapter and mentions, "the NAWBO mission is to help entrepreneurial women succeed in business - through education, connections and by providing support for each other." Erica Hughes recently founded True Strength Wellness, which aims to assist in finding addiction treatment for individuals and their loved ones. 

  

Linda Bossard Accepts McHenry Mansion Board Position

Linda Bossard, EA and USTCP, has accepted a three-year board position as Treasurer for the McHenry Mansion. Linda will utilize her extensive Quickbooks and bookkeeping expertise, expressing that "this is my chance to do something that has value for the foundation and allows me to take an active role in our community."  Additionally, "the McHenry Mansion has a great group of passionate board members -they are lovely people!"

Featured Article

Mid-Year Tax Planning: Start Now, Stress Less Later
July 22, 2015 Now that we’re halfway through the year, from a tax-planning perspective it’s time to start thinking about how to build your business or personal portfolio. Mid-year tax planning is a great idea for both businesses and individuals to plan for long-term success.  Instead of waiting to get your ducks in a row in November or December, meet with your tax advisor early to develop a strategic plan for next season rather than scrambling at the last minute. As President and Principal Clive Grimbleby explains, “Meeting mid-summer gives your advisor the chance to check in with you and take stock of your unique situation.”          A mid-year tax planning session will help you prioritize your plans and alert you to opportunities or challenges. It will also give you a chance to ask your advisor any nagging questions that have built up over the past six months, and the space and time to deal with them before the end-of-year crunch. Instead of waiting to get your ducks in a row in November or December, meet with your tax advisor early to develop a strategic plan for next season rather than scrambling at the last minute. As President and Principal Clive Grimbleby explains, “Meeting mid-summer gives your advisor the chance to check in with you and take stock of your unique situation.”  Your mid-year planning session could include:   Reviewing recommendations based on your previous return Reviewing your retirement plan, including options and deadlines Strategic succession planning discussion IC-DISC, employment and R&D credits discussion Review of captive insurance company options Review change in entity type options Upcoming asset acquisitions Discuss tax law regulation changes so far this year Discussion of your estate: Is it performing as expected?  These topics are proactive points for further discussion, but they may not be relevant for all. You’ll find many tax and financial planning articles online and on our website; our team is here to help you cut through the chatter and discuss your unique options. 

Featured News

Linda Bossard Accepts McHenry Mansion Board Position

Linda Bossard, EA and USTCP, has accepted a three-year board position as Treasurer for the McHenry Mansion. Linda will utilize her extensive Quickbooks and bookkeeping expertise, expressing that "this is my chance to do something that has value for the foundation and allows me to take an active role in our community."  Additionally, "the McHenry Mansion has a great group of passionate board members -they are lovely people!"

Featured Staff

Kiran enjoys building trust with her clients and exceeding their expectations in tax matters. She joined the Grimbleby Coleman team in 2015 after two years with a Bay Area firm specializing in international taxation and planning. She currently holds a Bachelor of Science in Business Administration with concentration in accounting from University of the Pacific. 

Outside of the office, Kiran tutors students in elementary to college level math and English. She also spends a lot of free time enjoying the company of her friends and family, traveling, and hiking. 

An interesting aside about Kiran, she spent 5 years of her life choreographing and teaching bhangra routines! For those of you who don't know, bhangra is a traditional Pubjab folk dance style. Although she no longer teaches, Kiran does love attending bhangra competitions and cultural shows. 

Her favorite number? "11- for no particular reason, I've just always liked this number ever since I was a young girl."

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