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“It has been my pleasure to have worked extensively over the past 20 months with Michael Kiefer of Wathen, DeShong & Juncker, L.L.P. I was appointed the Independent Executrix and Sole Trustee of a relatively complex estate. Upon the death of the estate owner, it fell on me to liquidate all assets and distribute all proceeds to several non-profit institutions. Of course the tax returns for the individual and the estate had to be filed as well. Michael took the entire burden off my shoulders, making my job so much easier.”
— Eileen Garrett
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Category Archives: IT
Excel Custom Lists
Using lists in Excel can be very efficient. Just type the the first item in the list in a cell, such as “Jan” and then grab the fill handle and drag to the right to complete the rest of the … Continue reading
Posted in IT
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Excel Quick Tip: =sum() Short Cut
If you ever work in Excel, you might occasionally need to use the =sum() formula to sum a column or row of numbers-without your 10-Key 😉 If so, you’ll love adding this shortcut to your repertoire. Highlight a cell where … Continue reading
Posted in IT
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