What's New at Active Money Management?
Gammi News September 2020
Upcoming Events

Check out what's happening in September!
(Medicare & Estate Planning
ZOOM Webinars & More)


How Parent & Child Assets Impact Financial Aid Packages

Parents with big investments and home equity generally find it harder to get financial aid for their college-bound children. But if you understand how assets are assessed on the FAFSA and CSS Profile, you can improve your chances for getting the best financial aid package possible.
Are You Receiving Unemployment Compensation?

WASHINGTON – With millions of Americans now receiving taxable unemployment compensation, many of them for the first time, the Internal Revenue Service today reminded people receiving unemployment compensation (beneficiaries) that they can have tax withheld from their benefits now to help avoid owing taxes on this income when they file their federal income tax return next year.

By law, unemployment compensation is taxable and must be reported on a 2020 federal income tax return. Taxable benefits include any of the special unemployment compensation authorized under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted this spring.

Ric Flauding
Arranger - Orchestrator - Composer
Billboard Magazine writes...
“Consistently enjoyable work sparkles with Flauding’s beautiful arrangements...”

Ric Flauding is a uniquely gifted artist and an award-winning arranger-orchestrator-composer and conductor. He has been called a "poet without words" because of the dramatic emotional content of his music. 

Ric has arranged-orchestrated and composed music for the London Symphony, Nashville Recording Orchestra, Prague Symphony Strings, Fort Worth Symphony as well as hundreds of projects for recording studio ensembles in LA and other locations.

Ric’s recordings have charted commercial radio and have been used in television-film. Flauding studied composition-orchestration-theory with Pulitzer nominee Dr. Albert Harris, John Shaffer Smith and many others and completed film scoring studies at UCLA on a full scholarship. His music is published on J.W. Pepper and others.

Ric is currently working on a 30+ song musical titled “Chosen”. It features vocalist Travis Cottrell as King David and many others. The orchestra was recorded in Nashville with The Nashville Recording Orchestra at Ocean Way Studios.

2 examples of recent releases…

“Bathsheba’s Lament” (excerpt) from “Chosen” on YouTube:

“The Braes of Kintallen” (featuring the Prague Symphony Strings) on YouTube:
IRS to Send Tax Refund Interest

Nearly 14 million individual taxpayers who filed their 2019 federal income tax returns on time and received refunds will receive interest on the refunds. Business entities are not eligible to receive overpayment interest.









OFFICE CLOSURE

In honor of Labor Day,
our office will be closed
Friday, 9/4 - Monday, 9/7

We wish you & your family
a safe and relaxing holiday weekend.
________________________________

Summer Hours Ending
The week of 9/7/20 we return to regular hours

Mon - Fri 8am - 5pm
Evenings & Saturdays by appointment only
STAFF in the SPOTLIGHT!

Angie, Cody & Deb are our "back of house" AKA Planning Team and provide assistance to clients and Becky through completing a wide variety of service cases ranging from account paperwork, statement saving, and much more. They each have extensive knowledge on how to serve our clients. 

Angie has been a valued member of the planning team since 2019. She is highly organized and has never met a process that she didn’t look for an opportunity to improve. Her motto is “Work Smarter, Not Harder” and she strives daily to help the entire office get off to a great start with her motivational and inspirational “Angie’s Morning Minute”. Angie came to GAMMI with over 22 years of Operational and Compliance Management for a well-known Financial Institution and also spent time training paramedics as part of her goals to always help make things better. She has also been active over the years with various animal rescues and asks that you please consider adopting a furry friend today.

Cody completed his Associate Degree at Paradise Valley Community College and plans to transfer to Arizona State University to study business management. 
Cody is currently one of our Relationship Managers on the planning team and Technical Support for the firm. He helps with our eMoney system for our clients as well. He has been working hard at improving our customer relationship system and has made outstanding improvements to our everyday work life!
When he isn’t working with us, he can be found spending time with his wife Eli, and his family. He loves to go on adventures and make new memories with his wife.

Deb As support for the Planning Team, Debra assists in all aspects of client applications, account maintenance and follow-up.
She has over 25 years experience in client services in a luxury eyewear environment as well as experience in financial document control. Deb is an honor graduate of CUNY-Brooklyn College, N.Y. with a B.S. in mathemetics/education.
As a 20+ year resident of Arizona, she is thrilled to never have to shovel snow again!
ADOR Information Bulletin:
ADOR Advises Taxpayers to Verify Mailing Address Information

The Arizona Department of Revenue (ADOR) would like to remind taxpayers and business owners to verify that their mailing address is correct when filing.
It is critical to ensure address information is accurate so taxpayers can receive important correspondence from ADOR.







What We're Listening to...

Angie's

The Prayer - Andrea Bocelli & Celine Dion
Happy - Pharrell Williams
Thinking Out Loud - Ed Sheeran
Shake it Off - Taylor Swift
Roar - Katy Perry
Uptown Funk - Mark Robson (Bruno Mars)
Best Day of My Life - American Authors

Cody's

Bless the Broken Road – Rascal Flatts
Red Letters – Crowder
Only Wanna Be with You – Hootie & the Blowfish
One Man Band – Old Dominion

Debra's

Rocket Man – Elton John
Bohemian Rhapsody – Queen
You Should be Dancing – BeeGees
Heard it through the Grapevine – Marvin Gaye
Our Favorite Movies...

Angie's
True Lies
The Proposal
How to Lose a Guy in 10 Days
Fantastic Four                        
White Christmas
Lethal Weapon                       
It’s a Wonderful Life
Star Trek

Cody's

Guardians of the Galaxy
Star Wars Episode IV & VI
The Good, The Bad, and The Ugly
Captain America: The First Avenger

Debra's

The Day the Earth Stood Still (original)
Indiana Jones: Raiders of the Lost Ark
Jurassic Park (original)
James Bond: Goldfinger
The Godfather
TAX DEADLINE LOOMS

If you are a client of
Gaylor Tax Services, LLC and you are on extension for 2019, this is a reminder that your tax documents are due in this office on or before
September 15th, 2020.

The extension filing deadline is October 15th, 2020.
Stay on top of current news that affects our clients by visiting
Rebecca S. Gaylor, CFP®, CFS
Active Money Management, Inc.
11811 N. Tatum Blvd
Suite 2200
Phoenix, AZ 85028
602-494-7641
planning.team@jwcemail.com
Securities offered through J.W. Cole Financial, Inc. (JWC)
Member: FINRA/SIPC
Advisory Services Offered Through J.W. Cole Advisors, Inc. (JWCA)
Active Money Management and JWC/JWCA Are Unaffiliated entities 
J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
Privileged/Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for messages of this kind.
Active Money Management, Inc. | www.gammi.com