Client Bulletins

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Business & Tax Planning Ideas for Our Clients and Friends

2004

JANUARY
- Social Security Changes
- Optional Millage Rates
- Organize Tax Documents

FEBUARY
- Know what your are signing
- Do you Have a Road Map for 2004
- Be Tax Smart When Donating a Car to Charity

MARCH
- Should you Barrow from your 401(K) Plan
- Tax Check-Up: Independent Contractor or Employee?

APRIL
- Your Bank Deposit Insured or Not
- The Single Participant 401(K) Plan
- Disaster Planning for your Business

MAY
- Tips to Improve Your Business Cash Flow
- Deducting Combined Business and Vacation Travel
- Tax Rules for Your Vacation Home

JUNE
- Structuring Loans to Family Members
- Deducting Business Tax Expenses
- Golden Business Ideas

JULY
- It's Time to Update Your Will
- Help for High Medical Insurance Deductibles
- IRS Eases Burden on Certain Meal and Entertainment Expenses

AUGUST
- Trusts: A Powerful Planning Tool
- Telecommuter's and the Home Office Deduction
- Selling Your Home? Know the Tax Rules
- Be Aware of New Identity Theft Scheme

SEPTEMBER
- Coach your College-Bound Child About Credit
- Picking a Business Partner
- Boosting Cash Flow - The Easy Way
- Laboring for Tax Deductions

OCTOBER
- Life Insurance: Know the Questions to Ask
- Clean-Fuel Vehicle Deduction
- New Federal Overtime Pay Rules
- New Flexibility for Employer Provided Disability Coverage

NOVEMBER
- What you need to know if you have a home in more than one state
- Tax Help - After a Disaster
- Before the Holidays Tax Tasks
- Year-End Tax Tips for Small Business Owners

DECEMBER
- New Tax Law May Effect 2004 Tax Planning
- A Money Wise Guide to Holiday Gift Giving