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December 3, 2014

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Recent Posts

December 3, 2014

With the 2013 tax season behind us for most, the priority now is to start thinking about 2014.

The good news for 2014 is that no major tax legislation has been passed this year, and prospects for anything passing between now and the end of the year are unlikely. The bad...

January 23, 2014

As we start the filing season for 2013 tax returns, we wanted to remind you of a few compliance issues and update some information regarding 1099 forms for businesses.

First, 1099 forms: You are required to provide 1099s to all individuals who are not employees that you...

December 5, 2013

We would like share with you some information that we received while attending a recent educational seminar. The seminar, sponsored by the American Institute of CPA’s, was titled Sophisticated Tax Planning for Wealthy Clients. However, the title is somewhat of a misnom...

3.8% Tax on Unearned Income

The Affordable Care Act has created a host of new taxes which start to become effective in 2013. The two issues with the greatest potential impact to most taxpayers are the Medicare taxes on earned and unearned income. I attended a full day s...

With the March 29 deadline for receiving your tax information almost here, we wanted to bring a few items to your attention.

First, as noted above, March 29th is the date deadline to receive your organizers and tax documents in order to file on April 15, 2013. After Mar...

February 4, 2013

It is with great pleasure that we announce to you that on January 21, 2013 Robert J. Kosty, CPA merged his firm in with ours. Bob brings over 30 years of tax experience to the firm as well as a variety of clients with similar accounting and tax needs to our existing cl...

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