December
President’s Message –
Cathy Lorenz
Wealth Management –
Review Your Beneficiary Choices for Needed Changes
Wealth Management –
Choosing Your Executor:
A Critical Estate Planning Decision
IT News –
Employees Using Tablet Computers:
Assess the Risks
Tax News –
IRS Guidance: How to Get Tax-Free Treatment of Cell Phones
Tax News –
Beware of the Perils of
Poor Recordkeeping
Tax News –
Act Soon to Save Taxes
On Business –
Your Responsibility to Request W-9s and File 1099s
On Business –
Understand “Sunk Costs” in Making Decisions
On Business –
Make the Right Pricing Decision
Tidbits –
Tax the Rich? Who's Rich?
President’s Message – Cathy Lorenz
With Thanksgiving recently behind us and the Holiday season now upon us, it is a great time of year to reflect on our accomplishments, appreciate our successes, and say thank you to
our clients.
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Wealth Management –
Review Your Beneficiary Choices for Needed Changes
Are your beneficiary designations up to date?
Read More >>
Wealth Management –
Choosing Your Executor:
A Critical Estate Planning Decision
An executor is the person or legal entity that you appoint in your will to settle your estate after your death.
Read More >>
IT News –
Employees Using Tablet Computers: Assess the Risks
When Apple launched the iPad, it created a new class of device that met with rave reviews and sold more than three million devices in the first few months.
Read More >>
Tax News –
IRS Guidance: How to Get Tax-Free Treatment of Cell Phones
The IRS has issued new guidance designed to clarify the tax treatment of employer-provided cell phones and similar telecommunications devices.
Read More >>
Tax News -
Beware of the
Perils of Poor Recordkeeping
The importance of keeping thorough and accurate records can't be emphasized enough.
Read More >>
Tax News - Act Soon to
Save Taxes
Want to lower your 2011 tax bill? The time for action is running out, so consider these tax-savers now.
Read More >>
On Business –
Your Responsibility to Request W-9s and File 1099s
The passage of the Healthcare reform bill included some of the most drastic changes to 1099 information reporting in over a decade.
Read More >>
On Business –
Understand “Sunk Costs” in Making Decisions
Emotions add zest to life. They propel us to our feet when our favorite running back scores a touchdown.
Read More >>
On Business –
Make the Right Pricing Decision
In business, making pricing decisions is always tough — and even more so when the economy is slow and sales are slipping.
Read More >>
Tidbits –
Tax the Rich?
Who's Rich?
Warren Buffett has been the poster boy for the current "tax the rich" movement. Just how rich is Mr. Buffett?
Read More >>
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Important dates to remember.
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