2014 Newsletters

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Tax Due Dates

Please note the following tax due dates on your calendar, and come back often to keep up with the changes.

Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

December 2014.pdf

Last minute tax moves to consider
No bankruptcy protection for inherited IRAs
Setting your salary: What’s the right amount for a small business owner?

October_2014.pdf

Accurate inventory number are important
Investing in mututal funds? Watch for year-end tax issues
Check your 2014 tax payments

September_2014.pdf

Deadline for Roth change coming up
IRS publishes 2015 HSA contribution limits
C or S Corporation: Consider tax changes in reviewing your options
How to ease financial stress after a spouse's death

Financial tips for the 20-something generation
Pay attention to your MAGI to qualify for tax breaks
April is tax filing time

Health care reform deadline extended again
When are you required to file a gift tax return?
Taxes and retirement accounts

Referral_Program.pdf

February_2014.pdf

IRS adjusts tax numbers for 2014
Check your eligibility for this business credit
Don't forget Form 8938 if you have foreign investments

January_2014.pdf

FSA rule is modified again
Welcome Leslie
Two financing options for your business: equity and debt
IRS send notices about "possible income underreporting"