10 Investing Principals	03/05/2007
Financial Advisory Pages/mutual_fd_avg_basis_election.pdf	06/04/2004
Financial Advisory Pages/traders_securities_rules.pdf	06/04/2004
Financial Advisory Pages/upia1994.pdf	02/04/2005
Financial Advisory Pages/upia_TX.pdf	02/04/2005
Income Tax-Free Earnings and Retirement Draw	03/05/2007
Investing - How Different Investments Are Taxed	03/05/2007
Investment Interest Expense	03/05/2007
Investor or Trader?	03/05/2007
Investor's Tax Facts	03/05/2007
Investors - "Trader" Definition/Introduction	03/05/2007
Investors - Avoiding Wash Sale Rules	03/05/2007
Investors - Wash Sale Rules	03/05/2007
Investors' Year End Papers	03/05/2007
Minimizing Taxes On Investment Income of Investors	03/05/2007
Ration Analysis Form	03/06/2007
Reporting Securities Sales	03/05/2007
Roth IRA	03/05/2007
Roth IRA - Nine Reasons it is the choice	03/05/2007
Unifrom Prudent Investor Act	03/05/2007

I shall always strive to accomplish your goals, and to keep your planning in balance.  You will find no other adviser or groups of advisers that has your potential and your security more in focus than I. 

Call Me

Simply to Help —Helping You To Keep More Of What You Earn, and Helping You To Protect What You Keep

 - Help To Keep Your Life In Balance

Very truly yours,

by

       Bob Parrish CPA Engagement Manager

Consultant & CPA For —

• Individuals

• Shareholders

• Partners

• LLC Members

• Beneficiaries

• Trustees & Estate Administrators

• Sole Proprietors

Simply to Help —Helping You To Keep More Of What You Earn and Helping You To Protect What You Keep

 - Help To Keep Your Life In Balance

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Bob Parrish
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Revised: March 05, 2007 .

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