Tidwell & Associates, LLP - CPAs

Tidwell & Associates, LLP - CPAs Follow us as we provide a wide variety of accounting, financial management, tax, and management cons

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/04/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
09/02/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Where do you begin when buying a home? This article has some pointers.
08/31/2026

Where do you begin when buying a home? This article has some pointers.

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Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/28/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
08/26/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Are you ready for school—again?
08/24/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/21/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
08/19/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/17/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

You've allocated your assets; you just may not realize it yet.
08/14/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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2209 Plaza Drive Ste 200
Rocklin, CA
95765

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Thursday 8am - 5pm
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