Check out our referral program

referral_program_2014.pdf

December_2013.pdf

• Time is running out for making tax-smart gifts and donations in 2013
• Business or hobby?  Nine factors help the IRS decide
• Welcome Leslie!

Affordable Care

• For businesses - Its' all in the numbers
• For individuals - It's all about coverage

 November 2013

• 1099s: A little form with a painful bite
• Don't get tripped up by a wash sale
• Kickoff of helath care law for individuals

October_2013.pdf

• What you need to know about estate and gift taxes
• Manage your business with a few key numbers

August-September_2013.pdf

• Medicare taxes can be harmful to your financial health
• IRS publishes 2014 HSA contribution limits
• Can happy employees equal healthy profits?
• Look into energy credits
• Avoid six common mistakes in selling a business
• Make your plan accountable for best tax treatment

July_2013.pdf

• Give your children a good financial education
• Budget issues force IRS closures
• Recordkeeping: How to get all that paper under control

June_2013.pdf

• A bank line of credit: Should your business have one?
• Reminder: Second estimated tax payment due June 17
• Schedule midyear tax planning soon
• Don't fall for bogus IRS e-mails and websites
• Does your 2013 withholding need adjusting?
• IRS announces 2013 deduction limits for business vehicles

May_2013.pdf

• Foreign asset reporting:  You may need to file two forms
• Don't overlook tax planning in a divorce
• May 15 deadline for nonprofit organizations

April_2013.pdf

• You can't change your mind after you convert
• Filing reminder for tax-exempts
• Watch for hazards when buying a franchise

March_2013.pdf

• Consider a buy/sell agreement for your business
• IRS offers a simplified home-office deduction
• Prior-year health care reform lase changes 2013 tax rules

February_2013.pdf

• Dependents can be a complicated tax issue
• IRS plans a late start to the 1040 filing season
• Straight talk on carrybacks and carryforwards

January_2013_Special_Edition.pdf

• Tax legislation gets us past the fiscal cliff - for now

January_2013.pdf

• Understand "sunk costs" in making business decisions
• Mark these tax deadlines on your 2013 calendar
• Use adjusted tax numbers in your 2013 planning