March 2018 Newsletter

March 2018 Newsletter

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Read our March 2018 Newsletter.  Topics include:

  • Dynasty Trusts are more Valuable than ever
  • Heed the Warning Signs of W-2 Phishing Scams
  • Business Owners:  Brush up on Bonus Depreciation
  • The Changing Face of Personal Exemptions and the Standard Deduction

February 2018 Newsletter

February 2018 Newsletter

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Read our February 2018 Newsletter.  Topic include:

  • Take a Look at the Domestic Production Activities Deduction
  • Making 2017 Retirement Plans Contributions in 2018
  • Do You Know the Tax Impact of Your Collectibles?
  • When and Elderly Parent Might Qualify as Your Dependent

January 2018 Newsletter

January 2018 Newsletter

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Read our January 2018 Newsletter.  Topic include:

  • Still Important:  The Tax Impact of Business Travel
  • Help Prevent Tax Identity Theft by Filing Early
  • Owner-Employees Need to Stay up to Speed on Employment Taxes
  • 4 Financial Planning Tips for Second Marriages

December 2017 Newsletter

Read our December Newsletter.  Topics include:

  • Educate Employees on Required Minimum Distributions
  • DAPTs offer a Homegrown Approach to Asset Protection
  • 5 Common Mistakes when Applying for Financial Aid
  • Ensuring Your Year-End Donations are Tax Deductible

November 2017 Newsletter

November 2017 Newsletter

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Read our November 2017 Newsletter.  Topic include:

  • Handle with Care:  Mutual Funds and Taxes
  • Bad Debts aren’t always Bad News
  • Pondering the Purchase of a Life Insurance Policy
  • Are Frequent Flyer Miles Ever Taxable?

October 2017 Newsletter

October 2017 Newsletter

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Read our October 2017 Newsletter.  Topics include:

  • How to Steer Clear of Tax Issues Related to Shareholder Loans
  • Wills and Living Trusts:  Estate Planning Imperatives
  • Should You Change Your Business – Or Transform It?
  • 3 Strategies for Handling Estimated Tax Payments