Archive for - November, 2014

The unique financial, estate, and retirement planning needs of women

Nov. 26, 2014

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving […]

Gift Tax

Nov. 24, 2014

This is the time of year when generosity is a high priority. Fueled with sentiments of goodwill toward men, we often make commitments to help family members. However, we often […]

Planning Ahead for the Retirement Years

Nov. 24, 2014

The retirement years have been said to be the best years of your life. You’re financially stable, well established, and have the ability to go and do as you please. […]

Final tangible property regulations on deducting and capitalizing business expenses are here to stay!

Nov. 24, 2014

It’s time to face reality for repairs and improvements – final regulations on deducting and capitalizing business expenses are here to stay! As you may, the final tangible property regulations […]

Should you “harvest” losses before the year end?

Nov. 20, 2014

Year-end planning The stock market has been very active this year. If you have sold securities (or other assets) for capital gains, review the securities (or other assets) you are […]

Watch all of our Boomer Generation webinars

Nov. 14, 2014

Did you miss one of our webinars focusing on issues facing the Boomer Generation? Watch them here.

Is a timeshare right for you?

Nov. 12, 2014

While timeshares may not be right for everyone, many people enjoy the convenience and affordability that owning a timeshare offers. Before you purchase a timeshare, ask yourself whether you’ll want […]

Open enrollment for health exchanges opened Nov. 15

Nov. 12, 2014

A major provision of the Patient Protection and Affordable Care Act (ACA) was the creation of state-based and federal Health Insurance Exchanges for individuals and Small Business Health Options Programs […]

For ladies only! Final Boomer Generation webinar

Nov. 11, 2014

Many women are now doing retirement solo. This special session will concentrate on unique retirement planning issues that directly impact women.  Join Us Ladies only webinar! Wednesday, November 19 – 2 p.m. […]

IRS retirement plan resources

Nov. 10, 2014

Having your business sponsor a retirement plan is a great way for you and your employees to save for retirement. IRS Employee Plans has many resources to help you with […]