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4th Quarter 2014 Client Tax Letter

October 2014 Articles inside this newsletter: A Tale of Two Couples Year-End Investment Tax Planning Year-End Charitable Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Estate Tax Planning Year-End Business Tax Planning Click here or the image at

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3rd Quarter 2014 Client Tax Letter

July 2014 Articles inside this newsletter: Juggling Appreciated Assets and Bequests How Inherited Assets Differ From Gifts Mixing Annuities and IRAs Making Expense Accounts Accountable Don’t Waste 529 Tax Benefits Business Owners Get More Bang From Flex Plan Bucks Click here

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2nd Quarter 2014 Client Tax Letter

April 2014 Articles inside this newsletter: Is It Time to Trim Stocks? Benchmark Based Life Insurance and Annuities Underused Business Tax Deductions SEP Plans Go Separate Ways Estimated Taxes for Business Owners Mixing IRA Distributions With Social Security Click here

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1st Quarter 2014 Client Tax Letter

January 2014 Articles inside this newsletter: Five Years Later, Tax Lessons Learned Pay Premiums or Pay a Penalty Trim Steep New Taxes With a Charitable Trust Cashing In on Foreign Stocks Leasing Company Cars Click here or the image at right

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4th Quarter 2013 Client Tax Letter

October 2013 Articles inside this newsletter: Planning for “Permanent” Tax Laws Year-End Tax Planning for Investors Year-End Tax Planning for Retirement Year-End Estate Tax Planning Year-End Tax Planning for Donations Year-End Tax Planning for Business Owners Click here or the image

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Very Important Tax Information: 1099 Filing Requirements

To Our Clients: The IRS is on the lookout for noncompliant taxpayers and emphasizing the Form 1099 filing requirements that include not only payments for services provided by unincorporated businesses, but also rent, interest, dividends, and royalty payments. Specifically, the

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2010 Year End Payroll News (Including the New Tax Act)

Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 Significant provisions for payroll administration: The employee Social Security tax rate for wages paid in 2011 has been reduced from 6.2% to 4.2%.  The Social Security wage base remains

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New IRS Reporting Rules for Foreign Accounts

The Foreign Account Tax Compliance Act (FATCA) is part of the Hiring Incentives to Restore Employment (HIRE) Act and is effective for tax years beginning after March 18, 2010. It affects U.S. taxpayers with foreign accounts and assets. This act

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