Client Bulletins

We offer general tax planning advice through Client Bulletins and Client Tax Letters (below).  Our most recent, monthly Client Bulletin discusses the benefits of nondeductible contributions to traditional IRAs; providing instructions and details beyond what is traditionally included in a will; and succession planning and "buy-sell" agreements.

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Client Tax Letters

We like to keep our clients apprised of relevant tax changes as they occur.  Our most recent, quarterly Client Tax Letter discusses the possibility of Congress' inaction on several, important tax provisions; an additional Medicare tax for high-income taxpayers; taking advantage of capital losses this year; conversions to Roth IRAs; estate and gift tax exclusions; and year-end tax planning for business owners.

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Tax Pocket Guide (2013)

Our 2013 Tax Pocket Guide serves as a quick reference for all the rates, limits, and tax treatments of tax years 2012 and 2013.  Included are the individual income tax rates, standard deduction and personal exemption amounts, and descriptions of the treatment of retirement plan contributions and distributions.  Business topics include depreciation (including Sec. 179), corporate income tax rates, and the treatment of capital gains.

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