Client Bulletins

Business and Tax Planning Ideas for Our Clients and Friends. Click the month to download a PDF.

 

Client Bulletins

January
  • Hard to Value IRAs
  • Exchange traded funds
  • Small business profit sharing plans
February
  • After Tax Dollars
  • Combo Products
  • Defined Benefit Plans
  • Tax Calendar
March
  • Playing Defense as Stock Prices Soar
  • Holding Down Medicare Premiums
  • Safe Harbor 401(k) for Small Companies
  • Tax Calendar
April
  • Dealing with an IRS Audit
  • Deciding about a vacation home
  • ESOPS Retirement Plans
  • Tax Calendar
May
  • Taxwise Portfolio Rebalancing
  • Social Security Strategies
  • Retirement SIMPLE May Be Better
  • Tax Calendar
June
  • The Third Best Investment You Can Make
  • Prenup Can Serve Many Purposes
  • Solo 401k Plans for Companies Without Employees
  • Tax Calendar
July
  • Calculating Retirement Needs
  • Taxable Versus Tax-Deferred Accounts
  • Small Companies Can Do Well While Doing Good
  • Tax Calendar
August
  • College Costs Really Are Increasing Again
  • Start FAFSA Planning Earlier
  • Asset Allocation in 529 Plans
  • Outlining the Trump Tax Plan
  • How Small Business Retirement Plans Compare
  • Tax Calendar
September
  • Ginnie Mae Funds for Your Retirement
  • Tax Credits Beat Tax Deductions
  • R&D Tax Credits for Small Companies
  • Tax Calendar
January
  • Deducting Taxes Paid
  • Deducting IRA Contributions
  • Going Outside to Sell Your Company
  • Tax Calendar
February
  • Deducting Interest Paid
  • The IRS May Put You on Hold
  • Portability in Estate Planning
  • Tax Calendar
March
  • Deducting Charitable Gifts
  • Tax-Efficient IRA Withdrawals
  • Cybersecurity for Business Owners
  • Tax Calendar
April
  • Deducting Sales Taxes
  • IRA Charitable Donations
  • Higher Education Tax Breaks
  • Tax-Free Investment Gains
  • Business Tax Benefits
  • Tax Calendar
May
  • Health Insurance and Divorce
  • Fun and Games... and Taxes
  • New Law May Boost C Corporations
  • Tax Calendar
June
  • Should You Pay Summer Interns?
  • Planning for Today's Pensions
  • Putting Your Money Into Timeshares
  • Tax Calendar
July
  • What the New Federal Fiduciary Rule Means to Investors
  • ETFs Can Be Plain or Fancy
  • Disaster Planning Versus Succession Planning
  • Tax Calendar
August
  • The True Cost of Higher Education
  • Make the Most of College Financial Aid
  • Campus Tax Credits Can Top Tax Deductions
  • The Second Best Investment You Can Make
  • Using IRA Money to Buy a Business Can Be Dangerous
  • Tax Calendar
September
  • Customization comes to Target Date Funds
  • Drawing Down your Portfolio in Retirement
  • Setting paid time off policies
  • Tax Calendar
October
  • Financial steps to take after a child is born
  • Investing in Gold can be taxing
  • What goes into a Wellness Program?
  • Tax Calendar
November
  • Year end planning for Deductions
  • Year end planning for Donations
  • Year end planning for Medical
  • Year end retirement tax planning
  • Year end business tax planning
December
  • Seeking a Stable Retirement
  • Foreign Stock Funds can be Doubly Taxing
  • Automatic Enrollment Retirement Plans
  • Tax Calendar
January
  • Create a Personal Cash Flow Statement
  • Tax-Free Roth IRA Conversions
  • New Year's Resolutions for Business Owners
February
  • Renting Versus Buying a Home
  • Income Annuities in Employer Retirement Plans
  • When Workers Are Independent Contractors
March
  • Above-The-Line Tax Deductions
  • Dealing With Sequence Risk
  • Turn Relatives Into Employees to Reduce Taxes
April
  • Are Tax Refunds Good or Bad?
  • Seeking Safety in Long-Term Treasuries
  • Private Health Insurance Exchanges for Business Owners
May
  • Holding Stocks in Retirement Accounts
  • Finding a Low-Tax State
  • What Lower Oil Prices Mean to Your Company
June
  • Winning Social Security's Waiting Game
  • Control the Costs of Weddings in Your Family
  • Keep Your Company After a Divorce
July
  • The Math of Buy and Hold
  • Passive Activity Losses From Rental Property
  • Succession Planning for a Family Business
August
  • Facing College Costs
  • What You Should Know About Student Loans
  • Restructuring Education Debt
  • Why You Need a Will
  • SIMPLE 401(k) Plans May Appeal to Employees
September
  • Past Losses Offer Winning Opportunities
  • Supreme Court Decision May Affect State Taxes
  • Ongoing Responsibility for Retirement Plans
October
  • Cons and Pros of Roth IRAs
  • Where to Find Investment Income
  • Social Media for Business Owners
November
  • Will the Third Shoe Drop?
  • Year-End Investment Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Business Tax Planning
December
  • Investing for the Long Term
  • QTIP Trusts Still Offer Advantages
  • Put Cadillac Health Plans on Your Road Map
January
  • Five Years Later, Tax Lessons Learned
  • Benchmark Based Life Insurance and Annuities
  • Underused Deductions for Business Owners
February
  • SEP Plans Go Separate Ways
  • Mixing IRA Distributions With Social Security
March
  • Juggling Appreciated Assets and Bequests
  • Learning About Mutual Fund Share Classes
  • Estimated Taxes for Business Owners
April
  • Is It Time to Trim Stocks?
  • Supreme Court Bolsters Beneficiary Rights
  • Business Owners Get More Bang From Flex Plan Bucks
May
  • Liquid Alternatives Move Into the Mainstream
  • Mixing Annuities and IRAs
  • Making Expense Accounts Accountable
June
  • The Risks of Riskless Investing
  • How Inherited Assets Differ From Gifts
  • Prime Points for Your Buy-Sell
July
  • Be Sure About Rental Car Insurance
  • Deductions for Dining Out
  • Tax-Free Income From Renting Your Home
August
  • Financial Aid Starts With the FAFSA
  • Grandparent Aid for College Costs
  • Keeping Wealth in Your Family's Future
  • Tougher Rules on Reverse Mortgages
  • Reasonable Compensation for S Corporation Owners
September
  • Passive Investing Is Moving Up
  • Inherited IRAs in Bankruptcy
  • Deducting Foreign Business Travel
October
  • Planning for Retirement Income
  • As Collectibles Boom, Selling Can Be Taxing
  • S Corporation or LLC?
November
  • A Tale of Two Couples
  • Year-End Investment Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Tax Planning
  • Year-End Estate Tax Planning
  • Year-End Business Tax Planning
December
  • New Regulations Bolster Longevity Annuities
  • Global Funds Versus International Funds
  • Be Wary of Accumulated Assets
  • Tax Calendar