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BillWinterberg

  1. 99% packed. Just a few more things in the morning and then the truck gets loaded. Updates along the trip.
  2. @RyanBTaylor Review S-Corp basis & pass-thru rules, retirement plans for companies w/ irregular profits, & memorize calculator shortcuts.
  3. Looking to do some freelance training on Junxure CRM? Check out this elance post: http://bit.ly/wZbW1
  4. Packing box after box, getting ready for moving day on Monday. Enjoy the 4th with some friends, family, and fun. Be safe!
  5. RT @AICPA_JofA: Speed up e-mail searches in Outlook - http://twurl.nl/ic2l8u [May I suggest using Google Desktop for super fast search?]
  6. @RussThornton Re: options. Advisors have a hard time managing stock/fund trades. Just think of volume increase by + options... so most don't
  7. RT @RockTheBoatMKTG: 20 more names of Twitter-using financial advisors added to the social media directory http://bit.ly/USPAS
  8. RT @FreelanceSw: Why Your Email Inbox Is NOT a Good To-do List http://bit.ly/Ry81H [Email is a productivity killer!]
  9. @blano Good question. It doesn't say, and I don't know what the evaluation parameters were.
  10. Advent Recognized for 'Best Portfolio Management System' by Waters Magazine: http://bit.ly/P2y8T
  11. @mbopartners Now I see. Yes, I'm finding that between a newborn & move to Texas I have consulting inventory in short supply.
  12. RT @FiduciaryPro: NAPFA letter pulls no punches @marionasnes http://bit.ly/SHc5Z Tell it like it is, Marion!
  13. Technology Tips to Cut Costs and Increase Revenue http://ff.im/4FVCs
  14. RT @Lifehacker: Crack a Wi-Fi Network's WEP Password with BackTrack http://tinyurl.com/nrzlrq [Better lock down that Wi-Fi router]
  15. RT @agluck: Financial Planning Coalition Gets It Right. Blog post: http://bit.ly/NgexI
  16. Technology Tips to Cut Costs and Increase Revenue http://ff.im/4FO5d
  17. Live near NYC? Want to work for @SmarshInc? They need an Inside Sales Exec: http://bit.ly/19SZo1 (on LinkedIn)
  18. RT @bdelmuto: Controversy on duplicated financial column http://bit.ly/Myw51 [If you're going to blog, don't plagiarize!]
  19. RT @jonathanhliu: In the Hutch News today about being a stay-at-home dad in rural Kansas: http://bit.ly/2lR9fO Excellent!
  20. @jessefelder Enjoy the fantastic weather and the coast. We'll be there next Tuesday as a last hurrah before moving to Texas.