Quarterly Newsletters

By

October – December 2017

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning For Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning For Charitable Donations
  • Year-End Business Tax Planning

    • July – September 2017

  • Tax-Wise Portfolio Rebalancing
  • The Third Best Investment You Can Make
  • After-Tax Dollars in Traditional IRAs
  • Dealing With an IRS Audit
  • Safe Harbor 401(k) Plans for Small Companies

    • April – June 2017

  • Be Cautious with Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small Business

    • January – March 2017

  • Planning for Today’s Pensions
  • Campus Tax Credits Can Top Tax Deductions
  • The Second Best Investment You Can Make
  • Using IRA Money to Buy a Business Can Be Dangerous
  • Automatic Enrollment Retirement Plans

    • October – December 2016

  • More Certainty for Year-End Tax Planning
  • Year-End Planning for Itemized Deductions
  • Year-End Planning for Charitable Donations
  • Year-End Planning for Medical Deductions
  • Year-End Retirement Tax Planning
  • Year-End Business Tax Planning

    • July – September 2016

  • 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
  • Deducting IRA Contributions
  • Fun and Games… and Taxes
  • Portability in Estate Planning

    • Helpful Sources

    By

    Robert G. Patrick, CPA has composed a list of links to accounting, financial and Florida and North Carolina state links. If you would like to suggest a link to be added, please contact us.

    Accounting & Finance

    American Institute of Certified Public Accountants
    Florida Institute of Certified Public Accountants

    Government Organizations

    The Internal Revenue Service
    Federal Forms & Publications
    Social Security Administration
    Small Business Association
    State of Florida Government
    Florida Department of Revenue
    State of North Carolina Government
    North Carolina Department of Revenue

    Business Publications

    Wall Street Journal
    Fortune Magazine
    Forbes Magazine
    Inc.