Category Individuals

9
Nov

2018 Economic Update Webinar : Third Quarter

2018 Economic Update Webinar : Third Quarter We appreciate you joining us. The presentation is another in our continuing efforts to be more than just a CPA firm. We’re having great participation, got a very diverse, believe it or not, international group on our webinar today. Obviously, there’s considerable interest and to some degree concern …

8
Aug

2018 Economic Update Webinar : Second Quarter

2018 Economic Update Webinar : Second Quarter Thank you so much for joining us. And I want to welcome each and every one of you. We appreciate you joining us today. The presentation today is another in our continuing efforts to be more than just a CPA firm. We’re having great participation. We’ve got a …

20
Feb

IRS Fails to Notify 458,658 Identity Theft Victims

The Internal Revenue Service failed to tell nearly half a million victims of identity theft last year their information was being used by others for employment purposes, according to a new report, which attributed the failure to a computer programming error.   The report, from the Treasury Inspector General for Tax Administration, found the programming …

20
Feb

2017 Tax Services

We hope 2018 is off to a tremendous start for your family and you! At the request of many clients, we’ve decided to establish two new services for the 2017 tax season: 2017 TAX ACT COMPUTATION The first pertains to the 2017 Tax Cuts and Jobs Act. While we can all agree that there was …

3
Dec

Preparing for Year End

Preparing for Year End As the end of the year approaches, it can be confusing to decide what information you need to get together and send to your accountant. We all know that January 1st will be here before we know it, so we have put somethings together to help your business out. To Prepare …

27
Oct

Higher Retirement Savings Account Limits for 2018

The contribution limits for various retirement plans such as 401(k) plans have changed for 2018. The amount you can save for these accounts has gone up. Other retirement accounts have remained the same. Here are the new limits for 2018: Contribution limits for 401(k), 403(b) and 457 plans Rise The annual limit on contributions for …

7
Apr

Watch Out: The IRS is Bringing in Backup

IRS to Use Private Debt Collectors Okay, here’s the scoop: The IRS will begin turning over taxpayer accounts to four private debt collection companies. These firms will be able to keep up to 25% of what they collect. Now before you start to curse the IRS under your breath, know this: the IRS utilized private …

21
Feb

2017 Economic & Investment Outlook

  At the start of each year, we like to take a closer look at what happened over the last twelve months. This helps us gain a better perspective of our economic standing, as well as a clearer view of what’s to come in 2017. Let’s refer back to the total returns for 2016:   …

26
Jan

New Email Phishing Scam Targeting QuickBooks Users

On January 25, the Better Business Bureau issued a warning about a new email phishing scam that targets the users of Intuit’s QuickBooks accounting software programs.  The scam email contains a subject line of “QuickBooks Support: Change Request” and looks like a legitimate email from Intuit.  The body of the email requests a confirmation about …

1
Sep

Upcoming Deadlines

Can you believe it is September already?  As we head towards the fourth quarter, it’s time to start thinking about the upcoming deadlines remaining this year.  There are tax deadlines coming up, and the deadline for implementing new Department of Labor regulations. September 15th: Third quarter estimate – If you have business income, investment income,  1099 income, or …

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