Resources

Client Bulletin Select

September 2016

What’s Inside

Customization Comes to Target-Date Funds

Drawing Down Your Portfolio in Retirement

Setting Paid-Time-Off Policies

Tax Calendar

August 2016

What’s Inside

The True Cost of Higher Education

Make the Most of College Financial Aid

Campus Tax Credits Can Top Tax Deductions

The Second Best Investment You Can Make

Using IRA Money to Buy a Business Can Be Dangerous

Tax Calendar

Shop sales tax free in
Tennessee July 29-31

Should my worker be classified as an Employee Or An Independent Contractor? Please find below the three step test the Tennessee Department of Labor & Workforce Development utilizes.

CPA Client Bulletin Select

July 2016

What’s Inside

What the New Federal Fiduciary Rule Means to Investors

ETFs Can Be Plain or Fancy

Disaster Planning Versus Succession Planning

Tax Calendar

Client Bulletin Select

June 2016

What’s Inside

Should You Pay Summer Interns?

Planning for Today’s Pensions

Putting Your Money Into Timeshares

Tax Calendar

CPA Client Bulletin Select

May 2016

What’s Inside

Health Insurance and Divorce

Fun and Games… and Taxes

New Law May Boost C Corporations

Tax Calendar

CPA Client Bulletin Select

April 2016

What’s Inside

Special Report on the Protecting Americans from Tax Hikes Act of 2015

Deducting Sales Taxes

IRA Charitable Donations

Higher Education Tax Breaks

Tax-Free Investment Gains

Business Tax Benefits

Tax Calendar

Alert from the IRS warns of scammers again.  Don’t be a victim.

CPA Client Bulletin Select

March 2016

What’s Inside

Deducting Charitable Gifts

Tax-Efficient IRA Withdrawals

Cybersecurity for Business Owners

Tax Calendar