Learning Center : Newsletters

Client Advisor Fall 2011 Newsletter – Getting Older With No Retirement Savings in Sight?

One of the earliest lessons in life is that actions have consequences, and approaching retirement age without a substantial nest egg is one of those consequences. But if you are in this situation, you are not alone, as millions of [...Read More]

Published: September 1st, 2011

Client Advisor Summer 2011: Taking Your Business Home

In the current economic environment, many smaller firms are looking for ways to cut costs. One such possible move would be to relocate from a rented office space to a home office. With today’s modern means of communications and virtual [...Read More]

Published: June 15th, 2011

Client Advisor – Spring Newsletter – Stay Off the IRS Radar

Don't Mix Business & Personal Bank Accounts! Whether you are working on your business part-time, operating as a sole proprietor, or starting a business with a more formal structure (such as a partnership or corporation) – it’s vital that you [...Read More]

Published: March 9th, 2011

Client Advisor Year End – New Jobs Act Brings Tax Relief to Small Business Owners

The 2010 Small Business Jobs Act enacted on September 27, 2010 includes an assortment of incentives and tax breaks for small businesses. The following is a brief overview of some of the key provisions included in the new law. Watch [...Read More]

Published: January 7th, 2011

Client Advisor – In Fall 2010 Issue

The Patient Protection and Affordable Care Act provides a tax credit for an eligible small employer (ESE) for non-elective contributions to purchase health insurance for its employees. The term "non-elective contribution" means an employer contribution other than an employer contribution [...Read More]

Published: October 14th, 2010