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Internal Controls

• Froud Prevantion
• Safeguarding Assets

Estate Tax

• Retirement plan beneficiary designation form
• Income and estate tax planning

College Savings

• Year end tax planning

Payroll

• 2003 payroll tax rates
• Electronic tax deposits
• Instructions for individuals hiring a domestic employee
• Nanny tax

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Year End Tax Planning Roth Conversions: A Closer Look

Client Bulletins

Business & Tax Planning Ideas for Our Clients and Friends

2003

JANUARY
- Woman's Financial Health Week
- Make Better Personal and Financial RecordKeeping

FEBRUARY
- A Menu of Tax Breaks for Education
- Some Taxpayers May Change Pension Distribution Method
- Buying Property and Liability Insurance for Your Business

MARCH
- Take Advantage of New Tax Planning Benefits for Retirement Planning
- Marriage or Divorce? Check your Social Security Number
- Identity Theft: Don't Be A Victim

MAY
- Deducting the Business Use of your Home - Part II
- Solving the Cell Phone Minute Plan Maze
- IRS Updates List of Common Tax Scams

JUNE
- Do You Have a Household Employee? Take Time for a Tax Checkup
- Rule of the Road: Business Tax Savings for Certain SUV's, Vans, and Pickups
- Buyer's Guide to Internet Auctions

JULY
- Check Your Social Security Report Card
- Executor or Trustee? It could happen to you
- Tax Tips for Traveling Teachers
- New IRS Web Site for Military Personnel
- SBA Provides New Online Classroom for Small Business Owners

AUGUST
- Increased Child Credit Means Extra Cash for Some Families
- Marriage Penalty Relief
- Income Tax Rate Reductions for Individuals, Estates, and Trusts
- Increased Alternative Minimum Tax Exemption for Individuals
- Lower Tax Rates for Dividends and Capital Gains
- Higher Depreciation Deductions for Businesses

SEPTEMBER
- Saving for your Future
- What Kind of Retirement Plan is Right for your Business?
- September 30, Deadline for certain Retirement Plans

OCTOBER
- Your Credit Record: One of Your Most Important Assets
- Making Business Tax Deposits Electronically
- Action May be Needed for Split-Dollar Life Insurance Arrangements

NOVEMBER
- Year-End Tax Planning Checklist for Individuals
- The Do's and Don'ts of IRA Investing
- Businesses Is Your Tax Planning on Target?
- An Annual Gift Tax Exclusion
- Investment Tax Planning After the 2003 Tax Act
- New Benefit for Health Care Flexible Spending Accounts
- Special Tax Reporting for "Money Service Businesses"