Bookkeeping (Quicken, QuickBooks, QB Online)to trial balance. North SD County home office.  Also advertising/marketing/PR/broadcast advice and support (copywriting, media buying, editing).

Enrolled Agent with 15+ years experience with income taxes.  Side specialty with estates, trusts and their fiduciary accounting.

Action Investment Management, Inc.

My son, a CPA, and I manage investments in stocks only, no mutual funds, ETFs, index funds etc.  We seek to identify and acquire stocks which are "cheap", selling below what we figure to be the intrinsic value.  We do no financial planning and similar, only investment management.

Over time, the stocks in your portfolio will mirror the stocks in ours, as we find and acquire bargains for ourselves, family and clients.  We get no commissions or kickbacks from brokers or institutional sales outfits, only the management fee.  While we hope and suggest you retain us over a long term, clients have no fixed commitment; you can withdraw at any time.  Funds and stocks are held in your brokerage account, not with us.  Currently we suggest Charles Schwab.  Read about our approach to investing on our website www.actioninvestmentmgt.com.  "Intelligent Investing."

I appraise Fine Art, Antique, and eclectic items for donation, estate planning, and, in some cases, for immediate sale.

My educational background includes degrees in Art History and Appraisal Studies as well as advanced studies in Life Insurance Underwriting and Financial Planning (CLU, ChFC). As a member of the Appraiser’s Association of America, I am bound by their requirements which include studies in: Legal and Ethical Aspects of Appraising, IRS Legal Guidelines in Valuation, Research methodology in Appraisal and complete familiarity with The Uniform Standards of Professional Appraisal Practice (USPAP). My professional experience includes advising and consulting with universities, charities, brokerage firms and the private accounting field in areas of estate planning, tax issues and non cash related charitable gifts. I am a frequent speaker and sponsor at numerous national and regional conferences.