Fall 2014 Newsletter: Beware emails from the “IRS.” Update_Fall2014.pdf

Summer 2014 Newsletter: Prepare for the Medicare surtax in your 2014 planning. Update-Summer2014.pdf

Winter 2013 CLIENT UPDATE Newsletter: Heath-care reform law gets underway for individuals. Update-Winter2013.pdf.

Fall 2013 CLIENT UPDATE Newsletter: Do you have obsolete inventory? Update-Fall2013.pdf.

Spring 2013 CLIENT UPDATE Newsletter: Tax legislation effects: Update-Spring2013.pdf.

Winter 2012 CLIENT UPDATE Newsletter: Year-end checklist for taxes: Update-Winter2012.pdf.

Fall 2012 CLIENT UPDATE Newsletter: Supreme Court upholds 2010 health care law: Update-Fall2012.pdf.

Summer 2012 CLIENT UPDATE Newsletter: Diversify investments by focusing on taxes: Update-Summer2012.pdf.

Spring 2012 CLIENT UPDATE Newsletter: 12 ways to improve your financial health in 2012: Update-Spring2012.pdf.

Winter 2011 CLIENT UPDATE Newsletter: Tax rules can provide relief when disaster strikes.  Update-Winter2011.pdf.

Fall 2011 CLIENT UPDATE Newsletter: New bonus depreciation rules.  UpdateFall2011.pdf.

Spring 2011 CLIENT UPDATE Newsletter: New tax rules offer opportunities. Are you saving enough?UpdateSpr2011.pdf.

Winter 2010 CLIENT UPDATE Newsletter: Small Business Jobs Act restores familiar tax breaks. UpdateWinter10.pdf.

Fall 2010 CLIENT UPDATE Newsletter: New 2010 tax credit available to small businesses.  ClientUpdateFall10.pdf.

Summer 2010 CLIENT UPDATE: Health care reform includes current and future tax changes.  ClientUpdate.pdf.

November 2014

Do you have any year-end tax tips?

Yes! Taking these steps can help you save time, save tax dollars and save for retirement:


  1. 1.    Start a filing system for tax records. If you don’t one, you should start one. Keeping good records now will save you time and help you file a complete and accurate tax return.

  1. 2.    Make a charitable contribution. If you plan to give to charity, consider doing so before the end of the year. If you itemize your deductions, you can claim your contribution as an itemized deduction. You must give to a qualified charity and save your receipts in order to claim the deduction.

3.     Contribute to retirement accounts.

  1. a.    If you contribute to a traditional IRA by April 15, 2015, you can take a deduction for your contribution amount up to the lesser of $5,500 or compensation (subject to certain limitations if you or spouse is covered by an employer sponsored plan).

b.      If you contribute to a 401(k) or other similar employer plan, you can elect to make tax deferred contributions of your wages up to $17,500. Contributions should be made by December 31, 2014. If you are over the age of 50 you can make additional “catch-up” contributions up to $5,500.



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