In this issue:
This month:
In this issue:
This month:
This month's issue outlines the benefits and risks of reverse mortgages, includes a recap of all too common IRS tax scams, reviews some common educational benefits and provides a list of "frequently missing" information that can often hold up filing your tax return.
In this issue:
The Month of February:
In this issue:
The Month of January:
With the flip of a switch, a number of tax provisions that expired at the end of 2013 are now back on for 2014 tax returns. Outlined this month is a list of the more common laws that have been extended for 2014, but are off once again in 2015. Also included are the mileage rates for use in 2015, a general interest article describing the increasingly popular peer-to-peer lending phenomena, and a quick recap of things to consider as you start gathering your 2014 tax records.
Should you wish to review your situation please feel free to call. Also feel free to forward this newsletter to someone who may benefit from this information.
In this issue:
The Month of December:
Take final year-end actions:
• Gifts
• Capital gains/losses
• Charitable giving
• Dividend income
December 24th: Last day of Chanukah
December 25th: Christmas Day
December 26th: Kwanzaa Begins
January 15th: 4th Quarter Estimated Payments Due
In this issue:
The Month of November:
In this issue:
The Month of May:October 1st:
In this issue:
The Month of May:
School bells are ringing once again as summer draws to a close. This month's newsletter covers an array of topics from the recent warning of increased telephone scams by the IRS to helping identify when it is time to help parents with their financial management. Also included are circumstances when you need to make changes to your Healthcare Marketplace account and how to use the creation of lists to save money.
As always, should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
In this issue:
The Month of May:
September 7th: Labor Day
Now that home values are on the rise once more, it makes sense to review the tax benefits of home ownership. Also included this month are simple ideas to save money, a summary of an IRS announcement regarding direct deposit of refunds, and an overview of an interesting 3D printing phenomenon that may impact all of us in the next few years.
As always, should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
In this issue:
The Month of May:
Happy Independence Day! While we look forward to the fireworks that mark the month, there could be fireworks for millions when the IRS tries to take back health care Premium Tax Credits at the end of the year. If you are using the Health Exchange for your insurance you will want to be aware of this tax risk. There is also news on two other fronts, first the newly announced Taxpayers' Bill of Rights and potential payment relief for those with student loan debt. All this and an article exploring the status of home affordability round out this month's newsletter.
As always, should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
In this issue:
The Month of May:
With the end of tax filing and the start of summer why not focus on new beginnings? Included in this month's newsletter are some ideas to help find summer employment and some suggestions on the benefits of creating a good accounting system for your small businesses.
Wonder what the IRS has in store for audits? Consider reviewing the article on audit statistics and a new area of focus within the agency on alimony reporting compliance.
Should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
In this issue:
The Month of May:
With the 2013 Tax filing season behind us, the 2014 tax planning season is just beginning. Included this month are two areas where advanced planning can reduce your tax bill. There is also an update from the IRS on the tax treatment of virtual currencies like Bitcoin for those of you using or contemplating their use. A checklist of ideas on how to improve security of your identity rounds out this month's newsletter.
Should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
In this issue:
In the News:
For the month of April:
April 15th: Tax Returns Due
April 15th: 1st Quarter 2014 estimated tax payments due
appy tax filing month. To help celebrate, this month's newsletter includes a fun tax quiz. In addition, there are articles outlining state revenue department's new strategy of harassing out-of-state businesses to collect their sales/use tax for them and an article outlining the risks children can place on parents with their internet behavior.
Should you know of someone who may benefit from this information please feel free to forward this newsletter to them.
Phone: 805-389-7300 • Fax: 805-435-7498 •
Phone: 805-389-7300 • Fax: 805-435-7498 •
Phone: 805-389-7300 • Fax: 805-435-7498 •
January 2014 Monthly Client Newsletter
Phone: 805-389-7300 • Fax: 805-435-7498 •
