Story Pitch: Spring Cleaning Without Breaking a Sweat

Most people are done their tax returns, but the Pennsylvania Institute of Certified Public Accountants (PICPA) advises not to just forget about your finances. You can do some financial spring cleaning without getting your hands dirty (literally anyway) and it could pay huge dividends in the long run. A PICPA member can address why the following needs to be addressed now to avoid future headaches and inaccuracies:

 Review credit reports
 Update financial plan, wills
 Organize statements, receipts
 What to keep, what to pitch

If a crisis arises, your audience will not want to be scrambling to find important documents and know important information so they need to clean up now. Contact Jim DeLuccia at jdeluccia@picpa.org or (267) 675-6261 to set up a brief interview with a local CPA.