Entries by webmaster


May 2019

In This Issue: You Know You Need Tax Planning If… Al Capone, Aunt Becky, Tax Fraud and You! How you can learn from high-profile tax scandals 4 Key Elements of Great Business Books

November 2018

THIS MONTH: November 11th Veterans Day November 22nd Thanksgiving November 23rd Black Friday (shopping deals day) November 26th Cyber Monday (online deals day) November 27th #GivingTuesday(charitable giving day) Reminder Conduct year-end tax and financial planning It’s November and the holiday season is upon us. With the end of the year less than two months away, […]

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August 2018

THIS MONTH: September 3rd 2nd quarter estimated taxes due Summer is in full swing and the air conditioners are working overtime. Hopefully you are finding ways to stay cool while enjoying your outdoor activities. Included in this newsletter are articles about a new tax trap created by student loan forgiveness, tips to improve your financial […]

June 2018

THIS MONTH: June 15th 2nd quarter estimated taxes due June 15th 2017 tax deadline for Americans living abroad June 17th Father’s Day Summer is the perfect time for clients to schedule a tax planning session. Our lead article outlines why. Also included is a recap of home ownership tax breaks, some unconventional vacation ideas, and […]

November 2017

THIS MONTH: November 11th Veterans Day November 23rd Thanksgiving November 24th Black Friday (shopping sale day) November 27th Cyber Monday (online shopping sale day) November 28th #GivingTuesday (charitable giving day) December 3rd – Remider #GivingTuesday (charitable giving day) Now is a good time to review your year-end tax situation while there is still time to act. This newsletter begins with a […]