January 2012
Happy New Year!
Mr. Winter may have you snowed in but we are already tackling 2011 tax returns! All individual clients should have received a 2011 tax organizer and pre-scheduled appointment or target date for submitting 2011 tax information to our office. All business clients should have received a list of information we need to get started on 2011 business tax returns. Please let us know if you haven't received your package or need to reschedule your appointment date. Investment clients should receive their 2011 Portfolio Performance Reports this week; packages will include our new report formats!
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Featured Articles
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Roth Conversions - The Final Chapter
Everyone has heard about the Roth IRA by this time and many of you have followed our Roth conversion recommendations by taking advantage of numerous tax saving opportunities over the past 10 years. Finally, here is an opportunity that everyone should consider that may not last beyond this year. 2012 is the last year the favorable tax rates implemented in 2002 will apply; in 2013, tax rates will revert to the higher Pre-Bush Era 2001 tax rates. So anyone with retirement plan accounts that they can direct should consider a 2012 Roth conversion now!
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IRS Email Scams Continue
Have you received unsolicited IRS, EFTPS or Office of Professional Responsibility Emails? Don't be fooled. The IRS, or any other government agency for that matter, will not initiate contact with you via email. These emails are phishing scams and can contain attachments with malicious code.
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Tax Changes for 2012: A Checklist
Welcome 2012! As the new year rolls around, it's always a sure bet that there will be changes to the current tax law and 2012 is no different. From health savings accounts to retirement contributions here's a checklist of tax changes to help you plan the year ahead.
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Ensuring Financial Success for Your Business
Can you point your company in the direction of financial success, step on the gas, and then sit back and wait to arrive at your destination?
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How to Get Paid on Time
With the current economic conditions, the collection of accounts receivables is becoming more and more of a challenge. Strengthening your collection procedures may allow you to improve collection rates and shorten the aging days of your accounts receivables.
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Tax Tips
