Archives
Fourth Quarter 2009
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In This Issue
• It’s time for year-end tax planning
• Maintain a strong cash flow to ride out the credit crunch
• Assessing your fiscal status after a difficult year
• Your retirement plan and year-end tax planning
Third Quarter 2009
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In This Issue
• Investing during difficult market conditions
• SOX 806 prohibits retaliation against those who report fraud
• Business financing options are available
• Business assets require special protection
Second Quarter 2009
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In This Issue
• Prepping for FIN 48 compliance
• Planning is key to defer or reduce capital gains taxes when selling an appreciated asset
• Does your home office qualify for a deduction?
• 3 estate planning strategies to consider
First Quarter 2009
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In This Issue
• Use a risk assessment to stop fraud before it begins
• Just because Social Security’s future is uncertain doesn’t mean your retirement has to be
• Beware the out-of-state tax bite
• Relationship with your surety can affect your bonding capacity
Fourth Quarter 2008
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In This Issue
• Taking stock: Year end is time to review your portfolio
• Two methods to account for employee expenses
• What‘s my company worth? A business valuation can give you the answer
• Understanding the “wash sale” rule
Third Quarter 2008
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In This Issue
• Need objective business advice? An advisory board can provide it
• Figure taxes into the equation when buying or selling a business
• Countdown to new estate planning benefit: Convert traditional IRAs to Roth IRAs regardless of income - in 2010
• Healthy businesses require healthy cash flows
Second Quarter 2008
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In This Issue
• Get an early start on succession planning
• Windfall strategy: Planning for higher income years
• How to stop bank deposit fraud
• Watch out for fringe benefit misclassification
• A financial team delivers
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