THIS MONTH: Conduct Final Year-end Planning November 24th Thanksgiving In this issue: As the year winds down, please take a moment to review your situation. 2017 tax figures and some suggestions to help protect yourself from a new area of cyber security risk round out this month’s newsletter.
THIS MONTH: October 1st SIMPLE IRA plan establishment due October 15th Extension tax return filing deadline October 31st Halloween In this issue: As fall approaches, the election cycle seems to be putting a freeze on any new tax legislation. This is good news for 2016 tax planning. Included this month is estimated tax information for […]
THIS MONTH: September 5th Labor Day September 15th 3rd Quarter Estimated Tax Due October 1st SIMPLE IRA Plan Establishment Due In this issue: Classrooms are now filling up as our summer days draw to a close. The IRS recently warned incoming students and their parents of a new scam targeting them. A review of this […]
THIS MONTH: September 5th Labor Day In this issue: As summer moves on, so does the continued need to manage your tax obligation. This month includes a review of the charitable donations from IRAs tax benefit recently made permanent. There are tips to help make school expenses a tax deductible event. A refresher on hotel […]
THIS MONTH: July 4th Independence Day In this issue: Happy Independence Day! While we look forward to the fireworks that mark the month, it is a perfect reminder to continue the fight against wide-spread identity theft. To that end, please review the articles on steps the IRS is taking to reduce fraud and the article on […]
THIS MONTH: June 15th 2nd Quarter Estimated Tax Due June 19th Father’s Day July 4th Independence Day In this issue: This month’s newsletter discusses the recent federal rule changes impacting salaried employees who will be entitled to overtime pay in late 2016. There is also information to help protect a recently departed loved one’s identity from being stolen. […]
THIS MONTH: May 8th Mother’s Day May 30th Memorial Day In this issue: Spring is in the air and it is a time when tax refunds start arriving. Outlined here are five smart uses for your refund. Articles on managing student debt and a recap of Roth IRA’s round out this month’s newsletter..
THIS MONTH: April 18th Tax Returns Due April 18th 1st Quarter 2016 estimated tax payments due In this issue: Happy tax filing month. To help celebrate, this month’s newsletter includes a fun tax quiz exploring tax laws created by states trying to capture other state’s tax revenue. There is a reminder to help your favorite […]
THIS MONTH: March 13th Daylight Savings Time Begins March 15th Due Date for 1120, 1120S Corp. Tax Returns In this issue: In honor of the IRS’ annual announcement of their Dirty Dozen Tax Scams, this month’s newsletter is a collection of twelves. In addition to a summary of the relevant IRS scams, is a recap […]
2016 Retirement Contribution & Social Security Limits As the end of the year rolls around, if you have not already done so, now is the time to plan for contributions into your retirement accounts in 2016.
