News & Resources

AICPA Client Newsletter – November 2016

More Certainty for Year-End Tax Planning Year-End Planning for Itemized Deductions Year-End Planning for Deducting Taxes Paid Year-End Planning for Charitable Donations Year-End Planning for Medical Deductions Year-End Retirement Tax Planning Year-End Business Tax Planning T... continue reading

AICPA Client Newsletter – October 2016

Financial Steps to Take After a Child Is Born Investing in Gold Can Be Taxing What Goes Into a Wellness Program? Tax Calendar aicpa-client-newsletter-october-2016... continue reading

AICPA CLient Newsletter – September 2016

Customization Comes to Target-Date Funds Drawing Down Your Portfolio in Retirement Setting Paid-Time-Off Policies Tax Calendar aicpa-client-newsletter-september-2016... continue reading

AICPA Client Newsletter – August 2016

The True Cost of Higher Education Make the Most of College Financial Aid Campus Tax Credits Can Top Tax Deductions The Second Best Investment You Can Make Using IRA Money to Buy a Business Can Be Dangerous Tax Calendar aicpa-client-newsletter-august-2016... continue reading

AICPA Client Newsletter – July 2016

What the New Federal Fiduciary Rule Means to Investors ETFs Can Be Plain or Fancy Disaster Planning Versus Succession Planning Tax Calendar July 2016 newsletter... continue reading

AICPA Client Newsletter – June 2016

Should You Pay Summer Interns? Planning for Today's Pensions Putting Your Money Into Timeshares Tax Calendar AICPA Client Newsletter - June 2016... continue reading

AICPA Client Newsletter – May 2016

Health Insurance and Divorce Fun and Games...and Taxes New Law May Boost C Corporations Tax Calendar May 2016 newsletter... continue reading

AICPA Client Newsletter – April 2016

Deducting Sales Taxes IRA Charitable Donations Higher Education Tax Breaks Tax-Free Investment Gains Business Tax Benefits Tax Calendar April 2016 newsletter  ... continue reading

AICPA Client Newsletter – March 2016

Deducting Charitable Gifts Tax-Efficient IRA Withdrawals Cybersecurity for Business Owners Tax Calendar March 2016 newsletter  ... continue reading

AICPA Client Newsletter – February 2016

Deducting Interest Paid The IRS May Put You on Hold Portability in Estate Planning Tax Calendar February 2016 newsletter... continue reading

AICPA Client Newsletter – January 2016

Deducting Taxes Paid Deducting IRA Contributions Going Outside to Sell Your Company Tax Calendar January 2016 newsletter... continue reading

AICPA Client Newsletter – December 2015

Investing for the Long Term QTIP Trusts Still Offer Advantages Put Cadillac Health Plans on Your Road Map Tax Calendar December 2015 newsletter... continue reading

AICPA Client Newsletter – November 2015

Will the Third Shoe Drop? Year-End Investment Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Charitable Tax Planning Year-End Business Tax Planning Year-End Estate Tax Planning Tax Calendar November 2015 newsletter... continue reading

AICPA Client Newsletter – October 2015

Cons and Pros of Roth IRAs Where to Find Investment Income Social Media for Business Owners Tax Calendar October 2015 newsletter... continue reading

AICPA Client Newsletter – September 2015

Past Losses Offer Winning Opportunities Supreme Court Decision May Affect State Taxes Ongoing Responsibility for Retirement Plans Tax Calendar September 2015 newsletter... continue reading

AICPA Client Newsletter – August 2015

Facing College Costs What You Should Know About Student Loans Restructuring Education Debt Why You Need a Will SIMPLE 401(k) Plans May Appeal to Employees Tax Calendar August 2015 newsletter... continue reading

AICPA Client Newsletter – July 2015

The Math of Buy and Hold Passive Activity Losses From Rental Property Succession Planning for a Family Business Tax Calendar July 2015 newsletter... continue reading

AICPA Client Newsletter – May 2015

Holding Stocks in Retirement Accounts Finding a Low-Tax State What Lower Oil Prices Mean to Your Company Tax Calendar May 2015 newsletter... continue reading
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