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Stephen Merritt CPA Virginia Beach – September 2017 News
August 2017 CPA News
Our August newsletter includes Rising College Costs, Start FAFSA Planning Early, Outlining the Trump Tax Plan, Comparing Small Business Plans and more.
Read MoreJuly 2017 Newsletter
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 MoreJune 2017 Newsletter
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 MoreMay 2017 Newsletter
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.
Read MoreApril 2017 Newsletter
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.
Read MoreMarch 2017 Newsletter
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.
Read MoreFebruary 2017 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.
Read MoreJanuary 2017 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.
Read MoreDecember 2016 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.
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