Blog - The Latest at Longview


October has been a busy and exciting month for the Longview team both in and out of the office!

As many of you know, Larry has always been a great and active tennis player.  He and his team recently won the state super senior 70+ tennis championship for level 3.5 and are looking forward to the upcoming regionals tournament in Columbus, Georgia at the end of November.  Congratulations Larry and good luck with regionals!

Jeff recently took a short trip to Texas to visit his handsome new grandson, Luke Reynold Michaud.  Luke was born on October 5th at 10:23 am, weighing 8 lbs. even.  Both mom and baby are doing great and Grandma and Grandpa Cedarholm couldn’t be more elated with the new addition to the family.  Congratulations and best wishes to the Cedarholm family!

Baby Luke in Grandpa’s arms.

Mitch has now successfully completed his tax studies and examinations for the Enrolled Agent (“EA”) designation granted by the IRS. He is simply waiting on the IRS approval of his application to complete the IRS enrollment process.  Working towards this credential has allowed Mitch to begin to develop more specialized tax knowledge to better assist with both specific and general tax planning matters for Longview clients. Enrolled Agents are authorized by the IRS to practice and represent taxpayers in a similar fashion as CPAs and attorneys. For more information about what an Enrolled Agent is, click here.

We deeply value the relationship we have with you and enjoy sharing with you some of the recent events and activities that are important to us personally.  We hope that you and your loved ones are also doing well as we head into the upcoming holiday season.

Look for more updates and happenings at Longview in the coming months!

As always, we would love to hear your feedback on the blog entries and e-letters. Please send any comments to info@longviewfa.com.


Disclaimer

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Longview Financial Advisors, Inc.), or any non-investment related content, made reference to directly or indirectly in this newsletter or post will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter or post serves as the receipt of, or as a substitute for, personalized investment advice from Longview Financial Advisors, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Longview Financial Advisors, Inc. is neither a law firm nor a certified public accounting firm and no portion of the newsletter or post content should be construed as legal or accounting advice. A copy of the Longview Financial Advisors, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

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