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.

 
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.
 
Business Cell Phone Restrictions Removed
Effective for tax years beginning after 2009, cell phones and similar telecommunications devices used for business are no longer subject to the ultra-strict recordkeeping requirements that formerly applied.