April 2017 This issue includes articles on the following topics: Be Cautious With Hard-to-Value IRAs Drawing Down Your Portfolio in Retirement How Investments in Gold Are Taxed Foreign Stock Funds Can Be Doubly Taxing Profit Sharing Plans for Your Small Business Click here or

January 2017 This issue includes a number of articles on strategic tax planning, investments, and more: Planning for Today’s Pensions Campus Tax Credits Can Top Tax Deductions The Second Best Investment You Can Make Using IRA Money to Buy a Business

October 2016 This issue includes a number of articles on 2016 Year-End Tax Planning: More Certainty for Year-End Tax Planning Year-End Planning for Itemized Deductions Year-End Planning for Deducting Taxes Paid Year-End Planning for Charitable Donations Year-End Planning for Medical Deductions Year-End

July 2016 Articles in this issue include a Special Report on the Protecting Americans from Tax Hikes Act of 2015: Deducting Sales Taxes IRA Charitable Donations Higher Education Tax Breaks Tax-Free Investment Gains Business Tax Benefits Deducting IRA Contributions Fun and

April 2016 Articles in this issue: Cons and Pros of Roth IRAs Facing College Costs Deducting Taxes Paid QTIP Trusts Still Offer Advantages Succession Planning for a Family Business Click here or on the image at right to download this

January 2016 Articles inside this newsletter: Past Losses Offer Winning Opportunities What You Should Know About Student Loans Passive Activity Losses From Rental Property Supreme Court Decision May Affect State Taxes SIMPLE 401(k) Plans May Appeal to Employees Click here

July 2015 Articles inside this newsletter: Are Tax Refunds Good or Bad? Above-The-Line Tax Deductions Holding Stocks in Retirement Accounts Finding a Low-Tax State Turn Relatives Into Employees to Reduce Taxes When Workers Are Independent Contractors Click here or the

April 2015 Articles inside this newsletter: Renting Versus Buying a Home Tax-Free Roth IRA Conversions Final Regulations Bolster Longevity Annuities As Collectibles Boom, Selling Can Be Taxing S Corporation or LLC? Be Wary of Accumulated Assets Click here or the

November 2014 Articles inside this newsletter: Marvland Minimum Wage Changes Social Security Wage Base Increases to $118,500.00 401(k) and SIMPLE limits Standard Mileage Rate FSA and HSA Contribution Levels Form 1099 Information Click here or the image at right to

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