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2007-2008 Newsletters
December 2008
  • Electronic Tax organizer
  • Year-end Tax Planning, continued from November
  • Congress Extends Numerous Tax Breaks
  • Plug-in Electric Vehicle Credit
  • Enhanced Residential Energy Credit
  • Two-Year Extension for Nontaxable IRA Transfers to Eligible Charities
  • Tax Calendar

November 2008

  • Year-end Tax Planning for a Volatile Stock Market
  • Year-end Tax Planning Strategies for Individuals and Business Owners
  • Retaining Key Employees
  • Minimum Wage Increase
  • Social Security Wage Base Rises to $106,800 for 2009
  • Export University 101: Introduction to Exporting
  • Small Employer Pension Plan Startup Credit – Form 8881
  • Tax Calendar

October 2008

  • Navigating Turbulent Times
  • Documenting Charitable Contributions
  • Business Recovery Grants Available
  • New Property Tax Deduction for Non-Itemizers
  • Tax Calendar

September 2008
  •
The DeLand Branch of Neighborhood Center
  • Is Your Company Currently Selling Products in Europe
  • Survival Guide for the Green Industry
  • Reevaluate Shareholder Loan
  • Employer-Owned Life Insurance
  • Increased IRS Mileage Rates
  • Filing Requirements for Nonprofits Have Changed
  • Tax Calendar

August 2008
  •
FastTrac GrowthVenture Program
  • Business Owner or Hobbyist
  • Required IRA Distributions
  • Enhanced Qualified Conservation Contribution Deduction
  • Favorable Depreciation Rules for Business Vehicles
  • Compiling Vital Records
  • Tax Calendar
July 2008
  •Midyear Tax Planning
  •Tax Calendar
June 2008
  •Business Buy/Sell Agreements
  •Economic Stimulus Payments
  •Estate Tax Update
  •Training Funds Available
  •Evaluating Charitable Organizations
  •Actor Sentenced to Prison
  •President and Mrs. Bush Release 2007 Tax Return
  •Vice President and Mrs. Cheney Release 2007 Tax Return
  •Tax Calendar
May 2008
  •Volusia County Department of Economic Development Briefing
  •Business Benefits of the Stimulus Act
  •Planning for the “0%” Capital Gains Rate
  •Use Your Vacation Home for Retirement Savings
  •Tax Calendar
April 2008
  •The Rebate Check Is in the Mail
  •When to Buy Those Airline Tickets
  •IRS Warns of Telephone Scam Related to Rebates
  •Tax Calendar
March 2008
  •Who Pays Tax
  •National Taxpayer Advocate Report
  •IRS Approves New Medical Deductions
  •Term or Whole Life Insurance: Which Is Best?
  • Tax calendar
February 2008
  •Cafeteria Plans Benefit Employees and Employers
  •Gift Taxes
  •Welcome to Investor Nirvana
  •Honda Hybrid Vehicle Credit Phases Out
  •Alternative Fuel Tax Credit for Propane-powered Forklifts
  •Tax calendar

January 2008
  •Keeping Good Tax Records
  •Taxing Social Security Benefits
  •Employer-provided Cell Phones
  •Independent Contractor versus Employee
  •Hunting, Fishing in Florida
  •Tax Calenda
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December 2007
  • Accounts Receivable Collection
  • Social Security News Release 10/17/07
  • 2008 Inflation Adjustments
  • Direct IRA Contribution Provision Set to Expire
  • Patron’s Gifts and Athletic Tickets
  • 2008 Standard Mileage Rates
  • Tax Calendar
November 2007
  • Property Tax Exemptions
  • Disability Insurance for Business Owners and Professionals
  • IRS Warns Taxpayers of a New Phishing Scam
  • Independent Contractor Versus Employee
  • Simplified per-diem rates changed for post-Sept.30 business travel
  • Go Green and Recap Tax Savings

October
Special Edition

October
  • Year End Planning
  • Disinherited by Vanguard
  • Florida Minimum Wage to Increase
  • State Leaders Push for Property Tax Plan
  • Tax calendar
September
  • Understanding the Influences of Volusia County’s Housing Market
  • Family Limited Partnerships
  • Find National Charity Data Online
  • Bunching Deductible Expenditures
  • Employing Your Child in the Family Business
  • SUV Tax Breaks under Attach Again
  • Tax calendar
August
  • Section 199 Revisited
  • New Kiddie Tax Rules
  • Donating a Life Insurance Policy to Charity
  • Retirement Savings Contributions for 2007
  • Deduction for Teachers' Classroom Expenses
  • New Tax Law Benefits Small Business Owners
  • Converting a Sole Proprietorship to an LLC
  • Tax calendar

July
  • Section 199 Revisited
  • Medicare Part B Premiums Increase
  • One-person 401(k) Plans for the Small Business Owner
  • Review Your Will Periodically
  •President Signs Small Business Tax Act
  • Worker Compensation Rates to Decline
  •Florida Sales and Use Tax – Sales Tax Holiday
  •Tax calendar

June
  • Business and Investment Expense Documentation
  • Annual Gift Tax Exclusion
  • 2006 IRS Data Book
  • New Tools Make College Planning Easier
  • Long-debated boost tied to Iraq funding bill
  • Tax Calendar

May
  • Congress Extends Popular Tax Breaks
  • Stock Market Gains
  • Sales and Use Tax-Hurricane preparedness sales tax holiday
  • Are Entrepreneurs Down in the Dumps?
  • Tax Calendar

April
  • Mortgage Insurance Premiums May Be Deductible in 2007
  • Hybrid Vehicle Credit Phase-out Continues for Toyota Brands
  • Jenkens & Gilchrist Admits It Is Subject to $76 Million IRS Penalty
  • Merck Settles with IRS for $2.3 Billion
  • Tax Calendar

March
  • Help Your Grandchildren Pay for College
  • Bargain Priced Home Sales to an Adult Child
  • Gift Taxes
  • Documenting Charitable Contributions
  • Tax Calendar

Special Edition
  • Guidance for Those Affected by Tornadoes

February
  • Corporate Annual Meetings Are Important
  • New Formula for the Telephone Tax Refund
  • Alternative Minimum Biggest IRS Problem
  • New Tax Break for S Corporation Shareholders
  • New Option for Your Retirement Plan Distribution
  • Tax Calendar

January
  • Annual checkup keeps small businesses healthy; don’t put it off
  • 2007 Mileage Rates
  • Florida’s Minimum Wage Increases January 1
  • Social Security Changes for 2007
  • Tax Calendar

2006 Newsletters

December
  • Tax Relief and Health Care Act of 2006
  • IRA Beneficiary Designation
  • Estate Planning Tip
  • Deduct Retirement Plan Investment Expenses
  • Donor Advised Funds
  • Tax Calendar

November
  • It's Year-end Tax Planning Time. . . Again
  • 2007 Inflation Adjustments Widen Tax Brackets, Expand Tax Benefits
  • Standard Mileage Rate increase by $.04 for 2007
  • Telephone Excise Tax Refund
  • Tax Calendar

October
  • Overview of Pension Protection Act of 2006
  • Money Market Funds Deserve Another Look
  • Obtain Peace of Mind with Umbrella Liability Insurance
  • Tax Calendar

September
  • New Pension Law
  • Canceling Private Mortgage Insurance
  • Energy Efficient Commercial Building Property Deduction
  • Child Support Enforcement – 2005 Post Legislative Review
  • Tax Calendar

August
  • Intangible Tax repealed
  • Consider selling, rather than trading-in used business vehicles
  • Diesel fuel and electricity use for agricultural purposes
  • S-Corporation compensation to owners
  • SIMPLE IRA Plans – keeping the Plan Document current
  • Tax Calendar

July
  • Temporary rental of residence (update)
  • Estate Tax
  • Mid-Year Tax Planning
  • Tax Calendar

June
  • Tax Increase Prevention and Reconciliation Act (TIPRA)
  • Mid-Year Tax Planning Tips
  • Planning Your Summer Vacation? Mix Business with Pleasure
  • Tax Calendar

May
  • Recent Tax developments
  • The Tax Implications of Travel Reimbursements
  • Six-Steps to Preparing for a Disaster
  • $$$ for Taxpayers Who Did not File 2002 Returns
  • Tax Calendar

April
  • Governor Bush Economic Development Proposals
  • The Golden Rule for Household Employees
  • Do You Telecommute?
  • A Survey of Employee Benefits
  • Tax Calendar

2005 Newsletters
December
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 Financial Lessons Learned in 2005, Wisdom to Take With You Into 2006
 Sales Tax Deduction
 Employers, You May Have to Shred That!
 Florida Minimum Wage Raise in Annual Calculation Announced
 Tax Calendar
November
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  •
 Countdown 2005 . . . Year-End Tax Planning Ideas for Businesses
 Countdown 2005 . . . Year-End Tax Planning Ideas for Individuals
 IRS Increases Business Mileage Gasoline Rates Through December 31, 2005
 Two New Laws Give Tax & Added Benefits for Buying
 Hybrid/Other Energy Vehicles
 Tax Calendar
October
  • Standard Mileage Rate Increase
  • Charitable Contributions
  • Retain Your Key Employees With “Phantom” Stock
  • New Energy Bill Includes Good Reasons to “Go Green”
  • Businesses to Benefit from New Types of IRS-Allowable Signatures
  • Tax Calendar
September
  • Give Win-Win Charitable Donations Every Time
  • Real Estate
  • Tax Calendar
August
  • County Tangible Property Tax TRIM Notices
  • Alert! A "Loan" May Not Be a Loan
  • Sales and Use Tax - Power farm equipment
  • Tax Calendar
July
  • 2005 Per-Diem Travel Rates
  • Attention Employers: New Notice Requirement
  • Real Property - Adjustment for storm damage
  • Putting junior family members on the payroll can save taxes
  • Tax Calendar
June
  • Reminder: The Importance of Long-Term Savings
  • Deductions for HSA Contributions Increased for 2005
  • Poor Health and Your Home: The Tax Connection
  • Bankruptcy Legislation: Change Is In the Air
  • Tax Calendar
May
  • Corporate Minutes Compliance Notice
  • Sales Tax Deduction
  • Sales Tax Holiday
  • Intangible Tax Rate Reduction
  • Attention Small Employers
  • Fiduciary Fees: They're Reportable!
  • Tax Calendar
April
  • Optional Standard Mileage Rates for 2005: On the “Up and Up”
  • Achieve Year-Round Financial Fitness
  • Personal Exemptions Increased for 2005 Tax Year
  • Tax Calendar
March
  • Florida State Sales Tax Deduction
  • Florida Minimum Wage Change Effective May 2
  • New Federal Law Ensures Free Annual Credit Reports
  • Your Tax Refund Check Is "In the Mail." . . . Or Is It?
  • Join the Millions Who E-Pay Federal Individual and Business Taxes
  • Tax Calendar
February
  • It’s Not Too Late: You Can Still Save on 2004 Taxes
  • Why Pay Taxes? The Truth About Frivolous Tax Arguments
  • Recent Tax Law Changes May Affect Your 2004 Taxes
  • Extensions of Time to File Your Tax Return
  • Tax Calendar
January
  • What Will the American Jobs Creation Act Mean to You?
  • Tax Calendar
 

 


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