NEWSLETTER


We've gone GREEN! Instead of mailing out paper newsletters, our newsletter is now available online. A new newsletter is available at the beginning of each quarter.

 

      Online Quarterly Newsletter

 

 You may also find the following articles of interest.

 
American Opportunity Credit
For tax years beginning in 2009 and 2010, the Stimulus Act includes taxpayer-friendly modifications to the Hope Scholarship higher education tax credit (Hope Credit).
 
Substantiating Charitable Contributions
As we approach year-end, many of us may need to catch up on our charitable contributions for a number of reasons in addition to a tax break. So, let's briefly review the IRS rules on deducting charitable contributions.
 
Traditional to Roth IRA Conversions
Four years ago, the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) relaxed some restrictive rules preventing many taxpayers from converting a traditional IRA to a Roth IRA, but this favorable change was not effective until 2010.