2014 Newsletters

December 2014

  • 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

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

September 2014

  • 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

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

March 2014

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

February 2014

  • 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

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

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