Quarterly Newsletters

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October – December 2017

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning For Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning For Charitable Donations
  • Year-End Business Tax Planning

    • July – September 2017

  • Tax-Wise Portfolio Rebalancing
  • The Third Best Investment You Can Make
  • After-Tax Dollars in Traditional IRAs
  • Dealing With an IRS Audit
  • Safe Harbor 401(k) Plans for Small Companies

    • April – June 2017

  • Be Cautious with Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small Business

    • January – March 2017

  • Planning for Today’s Pensions
  • Campus Tax Credits Can Top Tax Deductions
  • The Second Best Investment You Can Make
  • Using IRA Money to Buy a Business Can Be Dangerous
  • Automatic Enrollment Retirement Plans

    • October – December 2016

  • More Certainty for Year-End Tax Planning
  • Year-End Planning for Itemized Deductions
  • Year-End Planning for Charitable Donations
  • Year-End Planning for Medical Deductions
  • Year-End Retirement Tax Planning
  • Year-End Business Tax Planning

    • July – September 2016

  • Special Report on the Protecting Americans from Tax Hikes Act of 2015
  • Deducting Sales Taxes
  • IRA Charitable Donations
  • Higher Education Tax Breaks
  • Tax-Free Investment Gains
  • Business Tax Benefits
  • Deducting IRA Contributions
  • Fun and Games… and Taxes
  • Portability in Estate Planning