Newsletters

Important Articles in November’s News include Year End Planning for 2017. Uncertainty Hampers 2017 Year End Tax Planning, Year-End Planning for Investors and Retirement, Year-End Tax Planning for Charitable Donations, Year-End Business Tax Planning and more.

Read October’s CPA and Accounting News on articles such as Preparing Your Kids for Financial Independence, New IRS Ruling May Rescue Estate Plans, Tax Court Approves 100% Business Meal Deduction and more

Our September newsletter includes information on Ginnie Mae Funds for Retirement, Why Tax Credits Beat Tax Deductions, R&D Tax Credits for Small Companies and more

Our August newsletter includes Rising College Costs, Start FAFSA Planning Early, Outlining the Trump Tax Plan, Comparing Small Business Plans and more.

Check out our July newsletter for informative articles on Calculating Your Retirement Needs, Taxable Vs. Tax-Deferred Accounts, How Small Businesses Benefit from Giving Back and more.

Read our June tax newsletter for helpful information on The Third Best Investment You Can Make, Prenups Can Serve Many Purposes, and Solo 401(k) Plans for Companies Without Employees.

Read May’s newsletter for important information on Tax-Wise Portfolio Rebalancing, Social Security Strategies That Still Work, a SIMPLE Retirement Plan and our Tax Calendar for May/June.

Dealing With an IRS Audit ~ IRS data indicates that fewer than 1% of all individual income tax returns are audited each year. However, some taxpayers are more vulnerable than others. Find out in this month’s newsletter if you’re one of the few likely to face more scrutiny.

Playing Defense as Stock Prices Soar – As of this writing, major U.S. stock market indexes are at or near record highs. This bullish run might continue…or it might end with a severe slide. Here are some strategies to consider. Read this and more in our March Newsletter.

After-Tax Dollars in Traditional IRAs – Problems can arise for people who hold nondeductible dollars in their IRAs when they take distributions. Unless they’re careful, they may pay tax twice on the same dollars. Learn more in this month’s newsletter.

Be Cautious With Hard-to-Value IRAs – A new year begins with celebrations, resolutions, and dual IRA opportunities. Most workers have until April 18, 2017 (April 19 in some states), to contribute to an IRA for 2016. At the same time, contributions to 2017 IRAs are now permitted. Learn more in this month’s newsletter.

Seeking a Stable Retirement – An increasing number of retirees are living until their late 80s, 90s, and into triple figures these days. Running short of money may become a concern without a true pension to supplement Social Security. Learn more in this month’s newsletter.

Year-End Tax Planning ~ The Protecting Americans from Tax Hikes (PATH) Act of 2015 was signed into law late last year, not only renewing some expired benefits but making them permanent. Learn more in this month’s newsletter, plus tips on year end tax planning for deductions, retirement, businesses and more.

Financial Steps to Take after a Child is Born, Taxes on Investing in Gold, Investing in Wellness Programs for Employees and more in our October Newsletter.

If you invest in a Target Date Fund or if you’re considering one, you should know what’s inside the package, so you can decide on an appropriate strategy going forward. Plus, Retirement Portfolios, Setting Paid Time-Off Policies for Employees and more.