November 2012 Client Bulletin
Below is a link to download the November issue of Client Bulletin. This month's issue contains the following articles: Back to the Brink Planning Ahead for the 3.8% Surtax Year-End Tax Planning for Investors Year-End Tax Planning for IRAs Year-End Tax Planning for Business Owners Tax Calendar For more information about these topics, please contact…
QuickBooks Tip of the Month – October
Day-to-day transactions like receiving payments from customers or paying vendors occur so frequently that most QuickBooks users do them automatically. However, from time to time you may encounter an infrequent transaction that will stop you in your tracks. The below document will explore several common tricky transactions and offer advice on how to hangle these…
October 2012 Client Bulletin
The next Client Bulletin is now available. The articles cover topics that would most likely interest you. Some of the topics for this month include: The Supreme Court's Health Insurance Decision: What It Means to You Now New Tax for High-Income Taxpayers Trusts and Estates May Owe the Surtax, Too Additional Medicare Tax for Certain…
September 2012 Client Bulletin
The September 2012 issue of the Client Bulletin is now available. Please check out the publication for timely financial information that could affect you. The publication includes the following articles: Dealing with Household Employees Taxes on Gambling Winnings Exploring the World of Exchange-Traded Funds Tax Calendar For more information about these topics, please contact our…
QuickBooks Tip of the Month – August 2012
There are some new features in QuickBooks 2012 that we would like to share, specifically the program’s calendar view. Users can choose to view a calendar layout of a company’s important transactions (invoice, billing, to-dos), as well as overdue transactions, tasks to be completed, as well as appointments. Drill down into transactions from this screen…
Planning for the 3.8 Percent Medicare Tax on Investment Income
The health care reform package (the Patient Protection and Affordable Care Act and the Health Care and education Reconciliation Act of 2010) imposes a new 3.8 Medicare contribution tax on the investment income of higher-income individuals. Although the tax does not take effect until 2013, it is not too soon to examine methods to lessen…
August 2012 Client Bulletin
Below is a link to download the August issue of Client Bulletin. This month's issue contains the following articles: How Long Should You Keep Records? Wellness Programs for a Healthier Bottom Line Tax Savings Versus College Aid Investing on the New Frontier Selling a Life Insurance Policy Can Be Taxing Tax Calendar For more information…
Local CPA Attends National Alliance of Auto Dealer Advisors Summer Meeting
Greg Waller, CPA, Principal at Lewis & Knopf, CPAs, P.C. recently returned from the Summer Meeting of the National Alliance of Auto Dealer Advisors in Philadelphia, Pennsylvania. Lewis & Knopf is the only accounting practice in the state and one of only 11 practices in the nation selected as a member of the group. Eighteen…
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