On December 17 the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Relief Act) was signed into law. It includes many taxpayer-friendly provisions for both individuals and businesses. This letter summarizes the changes we think will affect the most taxpayers.... Click here to read more
In an era filled with uncertainty, you can count on one thing for sure: Time marches on! This letter covers some important age-related tax and financial planning milestones that you should keep in mind for yourself and loved ones. Click here to continue reading
The tax laws enacted in the last couple of years contain important income tax and information reporting provisions that are effective for the first time in 2011. To inform you of what's new in the tax rules, here's a summary of the key tax changes for 2011, broken down into three categories: Personal Income Taxes, Retirement Plan Changes, and Tax Changes for Businesses and Investors. Click here to continue reading
Knowing you have enough money in the bank to meet payroll is a start. But to accurately gauge your company’s financial situation, you should have more information. Having simple systems in place that generate basic financial data — and routinely reviewing the numbers — can help you run the financial side of your small business effectively. click here to read more