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NEWSLETTERS

GASB 54

• Fact Sheet

2010-2011 Tax Planning Guide

Early Tax Planning Strategies

• Investment and Retirement Strategies
• IRAs and Roth Accounts
• Tax Rate of 0 Percent on Capital Gains and Dividends
• Kiddie Tax Rules
• Wash Sales

Personal Income Tax Strategies

• Making Work Pay
• Sales Tax Deduction for New Car Purchase
• First Time Home Buyer Tax Credit
• Alternative Minimum Tax (AMT)

Business Tax Strategies

• Retirement Plans for Your Business
• Section 179 Depreciation
• Bonus Depreciation Extended through 2009
• No Enhanced Deductions for Buildings and Other Structures
• Losses from Pass-Through Entities
• Lower Estimated Tax Payments for 2009
• Work Opportunity Credit Expanded for 2009 and 2010
• State Tax Credits
• Business Succession Planning

Estate & Gift Tax Planning Strategies

• Estate Planning
• Gift Tax

Worker, Homeownership, and Business Assistance Act of 2009

• Homebuyer Credit Extended
• Homebuyer Credit for “Long-Time Residents”
• Homebuyer Credit is Available to Higher Income Taxpayers
• New Home Price Limit for the Homebuyer Credit
• Other Homebuyer Credit Changes
• What Hasn't Changed

Winter 2012

• How Advanced Valuation Practices Help Businesses and Investmensts
• Use Care When Creating, Using a Family Limited Partnership
• Watch for Hidden Liabilities Prior to Offering Company for Sale
• Discounted Cash Flow Method: Present vs. Future Value

Fall 2011

• Valuations and Independence
• The Income Approach to a Valuation: Specific Company Risk
• Federal Appeals Court Upholds Ruling on Tax Treatment of Noncompete Agreement

Spring 2011

• CPA Objectivity Important When Valuing a Business
• Cour Must Unravel Complicated Real Estate Transfers
• How to Manage Clients' Goodwill During a Sale

Nov-Dec 11 (PDF Format) 2011 Year-End Tax Planning Online Shopping Tips Why You Should Rebalance Your Portfolio 5 Questions About Bonds Santiaglo Style Fashion at the Museums Quiz: Shop Around

Sep-Oct 11 (PDF Format) Tips for Cracking Open Your Nest Egg at Retirement Should I Undo My Roth IRA Conversion? A 401(k) Plan for the Self-Employed

Jul-Aug 11 (PDF Format) 529 College Savings Plans Drive Green and Reap the Tax Rewards

May-Jun 11 (PDF Format) How the Extension of the Bush-Era Tax Cuts and Other Temporary Tax Breaks May Affect You

Mar-Apr 11 (PDF Format) How to Help Prevent a Health Crisis from Turning into a Financial Crisis 3 Ways to Invest Globally How to Avoid the Penalty on Early Retirement Plan Withdrawals Managing an Inherited IRA

Jan-Feb 11 (PDF Format) Financial Tips for Retirees Financial Resolutions for 2011 Is it Tax Deductible?