Category Archives: News

Estate Tax Secrets: The Gift Tax Exclusion

Think estate tax planning doesn’t apply to you? You could be right. Especially if you’re one of the 99.85 percent of people whose estates are worth less than $5.43 million ($5.34 million in 2014), according to the Urban-Brookings Tax Policy … Continue reading

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Spotlight on Local Businesses: NuYo Frozen Yogurt

Mackenzie Harder, the progressive President of NuYo Frozen Yogurt leads with his vision of solid customer-oriented businesses. The mission of NuYo is not just to provide top-notch delicious premium yogurt with fresh toppings, but the best experience and environment for its … Continue reading

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Bishop the Office Curate visits Woofstock 2014

For the past seven years, Rocklin has hosted the premier canine festival in Northern California, known as Woofstock.  Woofstock isn’t just a happening place for canines, its human fundraising helps support over 20 local dog rescue organizations.  Since it’s in … Continue reading

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Guest Curate Breyer Visits Downtown Roseville Food Truck Mania!

Hi, I’m Breyer, filling in for my nephew Bishop, who has the week off from his tremendous responsibilities of curating Cook CPA.  Since I’m guest blogging, I thought we would visit a local Roseville event and check out the scenery. … Continue reading

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Curate Bishop – Weekend Adventures!

Office curating can have its stressful moments, that’s why it’s important to take breaks during the weekends to reset and enjoy nature.  Even though it’s extremely warm outside, I let mom take me on adventures around California to seek out … Continue reading

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Rethink Your Capital Gains Strategy for 2012

The typical investment advice at year-end is to sell losing stocks to offset gains you have taken for the year. This year that strategy may just be the wrong way to go. Here’s why. The maximum rate on long-term capital … Continue reading

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A bad idea? College kids and credit cards

Should you send your child off to college with a credit card? Opinions are divided, both among parents and financial advisors. It’s a situation that can work out really well or really badly, depending on the student and the parents. … Continue reading

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