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

April_2014.pdf

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

March_2014.pdf

• 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"