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2009 Newsletters

December 2009

  • Year End Planning
  • Tax Calendar

November 2009

  • "Bank Failure" E-mail Delivers Virus
  • Corporate Governance and Board of Directors
  • The $25 Gift Deduction Limit Just Isn’t What It Used To Be
  • Tax Calendar

October 2009

  • Year-End Tax Planning Ideas
  • Cash for Unneeded Life Insurance Policies
  • Florida Taxpayer’s Voluntary Disclosure of Tax Liability
  • Tax Calendar

September 2009

  • County Property Tax TRIM Notices
  • Don’t Overlook Estate Planning
  • Importance of Annual Meeting – Corporate Minutes
  • Tax Deduction
  • Tax Calendar

August 2009

  • Florida’s Minimum Wage Increase
  • Home Office Deductions for the Self-employed
  • FDIC Extends Increased Insurance Coverage
  • Leverage Standard Deduction by Bunching Deductible Expenditures
  • Tax Calendar

July 2009

  • President and First Lady Release 2008 Tax Return
  • Obama Signs Cash-for-Clunkers Bill
  • Residential Energy Credit
  • Hybrid Vehicle Credit Update
  • Appliance Rebate Program
  • Tax Calendar

June 2009

  • Business Lending Relief
  • Compiling Important Records - Part II
  • Tax Calendar

May 2009

  • Compiling Important Records
  • Center for Business Excellence – Youth Program
  • Tax Calendar

April 2009

  • Tax Reform – Obama Style
  • IRS Issues Winter 2009 Statistics of Income Bulletin
  • Tax Relief Provisions of the Stimulus Act
  • Retirement, Gift, and Estate Planning Limitations for 2009 Help for Business owners
  • Zero Growth
  • Small Business Insurance
  • Tax Calendar

March 2009

  • Frequently Asked Questions About Tax Provisions in the Economic Stimulus Bill
  • Florida Property – Governor’s Proposed Budget Includes Property Tax Reforms
  • Electronic Data Back-up and Security
  • Tax Calendar

February 2009

  • 2009 Corporate Annual Reports
  • Consent to Disclosure of Tax Return Information
  • Repossessing Real Estate Sold on the Installment Basis
  • Deducting 529 Plan Losses
  • 2009 Tangible Tax
  • New Pilot Loan Program Announced
  • Employers Must Use New I-9 Form by February 2, 2009
  • Tax Calendar
January 2009
  • Electronic Tax organizer
  • Consider Refinancing Mortgage Debt
  • Social Security Changes for 2009
  • Maximizing Meal Deductions
  • Incentive Trusts for Children
  • New Law Waives Required Minimum Distributions (RMDs) for calendar year 2009.
  • Standard Mileage rate down for 2009
  • Tax Calendar
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 Calendar
2007 Newsletters

December

  • 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

  • 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

  • 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

  • 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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