Blog Archives

Tax & Business Letter: Winter 2015

This issue’s topics include: Coming soon: New Affordable Care Act filing requirements for employers Do you offer financial training to your employees? Include investment tax in your tax planning Protect your charitable contribution deduction Seven suggestions to manage debt Click

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Posted in Business Updates

Client Update: Fall 2015

This issue’s topics include: Fourth quarter tax planning – It’s how you finish that counts Going back to school? Your costs may be deductible Supreme Court rules on ACA Give your kids the power of a Roth IRA Talk finances

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Posted in Business Updates

Client Update: Summer 2015

This issue’s topics include: How to get your business back on track Go forward or backward to utilize tax benefits 20 million qualify for ACA penalty exemption New myRA program now available IRS tax audits cut by budget issues Watch

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Posted in Business Updates

Client Update: Spring 2015

This issue’s topics include: Adjust your tax and financial course for 2015 Tax “extenders” are extended again for 2014 2015 Tax Numbers Postpone taxes by exchanging property Wealth is just a matter of time Time matters in your business too

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Posted in Business Updates

Client Update: Winter 2014

This issue’s topics include: Should you treat your home as an investment? Last-minute tax savers for 2014 To grow or not to grow? Lending money to family members could be taxing Inform your employees about their total pay package IRS

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Posted in Business Updates

Year-End Accounting Advice for Small Businesses

Can you believe that the end of 2014 is quickly approaching? Before you know it, it will be time to close your books once again and prepare for year end and the next tax filing season. Instead of waiting for

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Posted in Business Updates, News

Client Update Newsletter: Spring 2014

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent

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Posted in Business Updates

2014 Health Care Law Update

The Affordable Care Act (the ACA) – the health care law known as “Obamacare” – got off to a rough start. It was passed amidst contentious debate in Congress in 2010, faced legal challenges before the U.S. Supreme Court upheld

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Posted in Business Updates

Client Update Newsletter: Winter 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent

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Posted in Business Updates

Client Update Newsletter: Fall 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent

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Posted in Business Updates