Blog Archives

Federal Tax Weekly: December 31, 2015

This issue’s topics include: Year-End Tax Legislation Impacts Extenders, ACA, IRS, And More IRS Releases 2016 Standard Mileage Rates For Automobile Use; Business Rates Drop Four Cents, Medical And Moving Rates Drop 3.5 Cents 2016 Filing Season To Open January

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Posted in Tax

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

Employee Benefits Update: October/November 2015

This issue’s topics include: Be careful what you toss: Plan record retention requirements Year end notices: Staying on top of the requirements Survey says…Poll highlights what participants think they know When electronic disclosure isn’t enough under ERISA Click Here to Download

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Posted in Employee Benefit Plans

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