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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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