May 2018 Client Bulletin

Our May 2018 client bulletin takes a look at how the new tax law affects divorce, stretching for yield in your investments (carefully), and the new tax law’s change to the deductibility of entertainment expenses.

April 2018 Client Bulletin

Our April 2018 client bulletin takes a look at how to know your true tax rate, rethinking retirement contributions, Roth IRA conversions, state and local taxes, medical deductions and the new pass-through entity deduction.

March 2018 Client Bulletin

Check out our March 2018 client bulletin for a look at weighing the risks of bond funds, two five-year tests for Roth IRAs, and how small companies can address harassment issues.

February 2018 Client Bulletin

Our February 2018 client bulletin takes a look at solving the annuity puzzle, deducting employee business expenses, and insuring key people at small companies.

January 2018 Client Bulletin

Our January 2018 client bulletin is focused on investing strategies for the new year and how to prepare your small business for a natural disaster.

December 2017 Client Bulletin

Check out our December client bulletin for a look at asset management fees, Roth IRA reversals and year-end thank you gifts from business owners.

November 2017 Client Bulletin

Our November client bulletin is all about year-end tax planning! Check it out for a look at planning for investors, retirement, charitable donations, small business and more!

October Client Bulletin

Our October 2017 client bulletin takes a look at preparing your kids for financial independence, how a new IRS ruling may rescue estate plans, and the tax court’s approval of the 100% business meal deduction.

September 2017 Client Bulletin

This month’s newsletter takes a look at Ginnie Mae funds for retirement planning, tax credits vs tax deductions, and R&D tax credits for small businesses.