- Health Care Bill Provisions Summary June 2010
- Memo Regarding Mortgage Rates - May 2010
- Likely Tax Law Changes Affect Dividends and Capital Gains - Auguest 2010
Client Bulletins
Business & Tax Planning Ideas for Our Clients and Friends
2009
JANUARY
- Tax Highlights of the Emergency Economic Stabilization Act
- New Law Revives Old Tax Benefits
- Businesses Get Some Breaks
- Save Energy, Save Taxes
FEBRUARY
- Which IRA is Best for You?
- Securing Your Securities
- Taking a 401(K) Loan May be Borrowing Trouble
MARCH
- A Holiday for Required Minimum Distributions
- Climbing the Yield Curve
- Take an Active Role in Using Passive Losses
APRIL
- How the Bear Market Affects Your Retirement
- Employing the Expanded State Tax Exemption
- Tax Relief Might Provide a Partial Ponzi Recovery
MAY
- Faster, Slimmer Stimulus Payments
- Raising Tax Relief for Higher Education
- First Time Homebuyers Get a Real Tax Credit
- Auto Buyers Get a Break, Too
- Another Patch for the AMT
- A Bigger Incentive to Invest in Small Companies
- Encouraging Equipment Expenditures
- Turning Losses Into Gains
- Health Care Help for Former Employees
JUNE
- IRS Issues Ponzi Procedures
- Maximize Tax Breaks for Charitable Contributions
- Reexamine Your Estimated Tax
- Battling the Bear
JULY
- For Yield Plus Safety, Build A Bond Ladder
- Learning to Live With IRA Losses
- Refinance Your Mortgage, Retain the Tax Breaks
AUGUST
- For College Costs, Pick Your Tax Breaks
- Dropping Out of a 529 Plan
- Are Target Date Funds Off Target?
SEPTEMBER
- Helping Families With Housing–and With Banking
- Estate Planning for Bank Accounts
- Past Mutual Fund Losses Can Shelter Future Gains
OCTOBER
- Naming a Quarterback for Your Estate's Game Plan
- Surprisingly, Mortgage-Backed Securities Can Be Safe
- Gifts to Trusts Must Be Handled With Care
- Permanent Life Insurance Offers Tax Benefits
NOVEMBER
- SPECIAL ISSUE: Planning for Your 2009 Tax Return
- Year-End Tax Planning for Investors
- Year-End Tax Planning for Mutual Funds
- Year-End Tax Planning for IRAs
- Year-End Tax Planning for Itemized Deductions
- Compliance Alert: FTC Red Flags Rule
DECEMBER
- How to Tell If Munis Are Right for You
- Hopeful Times for Home Buyers
- Higher Costs for Long-Term Care
- Estate Planning for Blended Families