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We publish a variety of memos and bulletins which our clients love. Please find them below.
Client Bulletins
Business and Tax Planning Ideas for Our Clients and Friends. Click the month to download a PDF.Jump to year: 2012 2011 2010 2009
2012
- January
- Make Disability Insurance Less Taxing
- Dealing With Required Distributions
- Weighing the Benefits of Medicare Advantage
- Tax Calendar
2011
- January
- Lower Taxes May Mean More Jobs
- More Flexibility in Retirement Planning
- February
- Businesses Get the Green Light for Going Green
- Socially Responsible Investing Gains Ground
- March
- Income Tax Rates Hold Steady
- Easing the Burden of Estate Tax
- April
- State Taxes Can Crimp Your Cash Flow
- Plan Now for Expanded 1099 Reporting
- Deduct, Do Not Depreciate
- Be Sure About Beneficiaries
- May
- With Savings Bonds, Prepaying Tax May Be a Good Tactic
- Use Appreciated Assets for Charitable Donations
- Going for the Gold
- June
- Choosing The Right 401(k)
- Avoid Higher Medicare Premiums
- Small Businesses Fight Soaring Heaelth Care Costs
- July
- Health Insurance Reporting Is Delayed
- Social Security After Death or Divorce
- Consider Dividend-Paying Stocks
- August
- Check the Numbers on 529 Plans
- Coverdell Accounts Can Cover Precollege Costs
- Taking Credits for Higher Education
- Finding a Use for the Tuition and Fees Deduction
- Coping With the Kiddie Tax
- September
- Freeze Your Credit To Foil Identity Theft
- Convertibles Offer Bond-like Yields, Stock-like Potential
- A SIMPLE Solution For Company Retirement Plans
- October
- Estate Planning Beyond Estate Taxes
- Income Tax and Estate Planning With Your Parents
- Do Not Take a Vacation From Estate Planning
- November
- Year-End Tax Planning for Investors
- Year-End Tax Planning for IRAs
- Year-End Tax Planning for Long-Term Capital Gains
- Year-End Tax Planning for Itemized Deductions
- December
- Contrarian Investing Versus Momentum Strategies
- Dodge a Real Estate Tax Trap With a Like-Kind Exchange
- Trim the Tax on Your Social Security Benefits
2010
- January
- Financial Resolutions for the New Year
- Making Sense of Mutual Funds' Returns
- Selecting a Structure for Your Small Business
- February
- Home Buyer’s Tax Credit Is Extended, Expanded
- More Gains From Business Losses
- Good Reasons for Roth IRA Conversions
- March
- Tax Breaks for Business Driving
- Tap Your IRA, Avoid the Early Withdrawal Penalty
- Take a New Look at Your Life Insurance Policy
- April
- Tax Court Spells Out MBA Tax Deduction
- Two Sides to Mortgage Repayments
- Milking the Right Cash Cow
- May
- Higher Taxes Are Likely, But Perhaps Not for Everyone
- Make the Most of an IRA You Inherit
- June
- How the New Health Insurance Laws Will Affect You Now
- New Tax Breaks Make Long-Term Care Packages More Appealing
- Tax Strategies for Unmarried Couples
- July
- The Coming Cost of Health Insurance
- Tax Credits May Help Pay for Health Insurance
- A Future Tax May Hit Unearned Income
- High Earners Face a New Tax
- Additional Tax Provisions
- August
- How to Pay an Investment Advisor
- Hiring Relatives Will Become More Attractive
- Relocation May Cut the Tax on IRA Distributions and Conversions
- September
- Save Tax by Filling Up Your Bracket
- You and Your Company Can Avoid the Disguised Dividend Tax Trap
- How to Pass a Home to Your Children
- October
- Choices for Holding Investment Property
- Taxes on Bonds Bought at a Premium or a Discount
- Win the Giveaway Game
- November
- Planning During Uncertain Times
- Year-End Tax Planning for Investors
- Year-End Tax Planning for IRAs
- Year-End Estate Tax Planning
- December
- What Financial Reform Means to You
- New Law May Help Set Standards
- The Return of Estate Tax Planning
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
- Another Patch for the AMT
- A Bigger Incentive to Invest in Small Companies
- Encouraging Equipment Expenditures
- Turning Losses Into Gains
- 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
- 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
- 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
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Estate Tax
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Year-End Tax Planning
For year-end tax planning you can find some helpful information in the yearly Tax Planning Guide: