Newsletters

2014

Mar - Apr 2014 Newsletter.pdf
Top 10 List for New Businesses

Jan - Feb 2014 Newsletter.pdf
Gifts and Preparing Heirs

2013

Nov - Dec 2013 Newsletter.pdf
2013 Year End Tax Planning

July - Aug 2013 Newsletter.pdf
Importance of a Great Financial Advisor

May - June 2013 Newsletter.pdf
This Probably Never Happened to You

Mar - Apr 2013 Newsletter.pdf
Prior Large Gifts Increase Your Estate

Jan - Feb 2013 Newsletter.pdf
American Taxpayer Relief Act

2012

Nov - Dec 2012 Newsletter.pdf

2012 Year End Tax Planning

May - June 2012 Newsletter.pdf

Employment Contracts

Mar - Apr 2012 Newsletter.pdf
The Importance of Timely Tax Return Filing
Jan - Feb 2012 Newsletter.pdf
Independent Contractors vs. Employees

2011
Nov - Dec 2011 Newsletter.pdf
2011 Year End Tax Planning
Sep - Oct 2011 Newsletter.pdf
DON'T TELL & DO ASK (Securing Your Personal Information)
July - Aug 2011 Newsletter.pdf
Lifetime To Do List & Planning
May - June 2011 Newsletter.pdf

Summertime Considerations
Mar - Apr 2011 Newsletter.pdf
"Don't Stop Thinking About Tomorrow" - Exit Planning is Critical
Jan - Feb 2011 Newsletter.pdf
Use Tax for "Qualified Purchasers" (New Filing Requirement for Businesses)


2010

Nov - Dec 2010 Newsletter.pdf
2010 Year End Tax Planning
Sep - Oct 2010 Newsletter.pdf

2010 Small Business Jobs Act - Finally Some Good News
July - Aug 2010 Newsletter.pdf
Meals & Entertainment Business Expenses
May - June 2010 Newsletter.pdf

Tax Incentives for Hiring New Employees in 2010

Mar - Apr 2010 Newsletter.pdf
Control = Profits One Simply & Powerful Procedure

Jan - Feb 2010 Newsletter.pdf
2010 IRA to Roth IRA Conversions