Help Wanted: I Need a Personal Assistant
I’m feeling overwhelmed and need someone to assist with my financial and personal affairs. Required job duties include the following: Meeting with financial advisors on my behalf Helping track my…
Read MoreHiring a Personal Assistant? Avoid These Pitfalls
Hiring a personal assistant may seem like a simple solution to streamlining your financial and personal affairs. However, if you don’t do it right, you could end up with tax…
Read MoreWhat to Consider When You Have Multiple Trusts
There are many reasons why you might use multiple trusts. Doing so, however, can result in a significant administrative burden. At a minimum, each trust will have to file a…
Read MoreTeam Spotlight: John Dicken, JD, Tax Principal
How long have you worked at Origin CPA Group? I started as an intern in January 2016 and joined the Origin CPA Group firm full-time in the summer of 2017.…
Read MoreHow to Know If You Have a Proactive CPA
Staying ahead of potential issues is one of the keys to reducing your stress in life, but this can be difficult when managing your tax and financial affairs. It’s easy…
Read MoreTeam Spotlight: Jennifer Pundzak, Client Communications Coordinator
Jennifer Pundzak, Client Communications Coordinator What do you like most about your job? The team. The people I work with, our CCC team, Pam, and everyone is fun, funny, nice,…
Read MoreTEAM SPOTLIGHT: Emily Hellwig, Tax Manager
Emily Hellwig, Tax Manager How long have you worked at Origin CPA Group? I have worked at Origin CPA Group for 7 years! What is the best career lesson you…
Read MoreTop 5 Reasons to Choose a Family Office over a Personal Assistant
Keeping up with your financial matters, bill pay, and appointments can be a full-time job. While hiring a personal assistant can help free up your time, it might not be…
Read MoreWhat to consider before exercising your non-qualified stock options
Non-qualified stock options can easily burn a hole in your pocket. The temptation to exercise can be strong, especially as excitement grows within the company! But exercising should not be…
Read MoreTEAM SPOTLIGHT: Christine Prins, Operations Manager
Christine Prins, Operations Manager How long have you worked at Origin CPA Group? I have worked at Origin CPA Group for 17 years! What does your job entail? As operations manager,…
Read MoreHow to multiply your most valuable resource: time
How is it that the smallest, most mundane tasks can take up so much time? If you’ve ever asked yourself this question, you’re not alone. Many of our clients report…
Read More6 Months In as Origin CPA Group
It is hard to believe that six months have gone by since we were anticipating the big announcement of our name change. The process was a lot more introspective and…
Read MoreOrigin CPA Group’s 2022 Gifting
We are pleased to share the list of 12 charities that our team members selected for gifting during this past year. Every month, our employee giving plan contributes $1,000 to…
Read MoreTeam Spotlight: Jasmin Loupee, Client Communication Coordinator
Jasmin Loupee, Client Communications Coordinator How long have you worked at Origin CPA Group? I started in January 2020, right before COVID hit. What is the best career lesson you’ve…
Read MoreOrigin CPA Group’s Office is Moving
We are excited to announce that we are moving! As of January 1, 2023, Origin CPA Group will be located at: 932 Main Street, Louisville, CO 80027. Free parking is…
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