Resources

Individual Year-End Tax Planning Letter

Individual Year-End Tax Planning Letter

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December 2016

CPA Client Bulletin Select

December 2016

 

What’s Inside

Seeking a Stable Retirement

Foreign Stock Funds Can Be Doubly Taxing  

Automatic Enrollment Retirement Plans

Tax Calendar

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November 2016

CPA Client Bulletin

November 2016

Special Issue

2016 Tax Planning Roundup

 

What’s Inside

 

More Certainty for Year-End Tax Planning

Year-End Planning for Itemized Deductions

Year-End Planning for Deducting Taxes Paid

Year-End Planning for Charitable Donations

Year-End Planning for Medical Deductions

Year-End Retirement Tax Planning

Year-End Business Tax Planning

Tax Calendar

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Overtime Rule Change Blocked

A federal judge has blocked the change in the overtime rule to be effective December 1st.

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Overtime Rules Change December 1st

Are you ready for the change in Overtime Rules?  

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October 2016

October 2016 Client Bulletin

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September 2016

Client Bulletin Select

September 2016

 

What’s Inside

 

Customization Comes to Target-Date Funds

Drawing Down Your Portfolio in Retirement

Setting Paid-Time-Off Policies

Tax Calendar

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Client Bulletin August 2016

August 2016

What’s Inside

The True Cost of Higher Education

Make the Most of College Financial Aid

Campus Tax Credits Can Top Tax Deductions

The Second Best Investment You Can Make

Using IRA Money to Buy a Business Can Be Dangerous

Tax Calendar

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Sales Tax Holiday

Shop sales tax free in 
Tennessee July 29-31

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Should my worker be classified as an Employee Or An Independent Contractor?

Should my worker be classified as an Employee Or An Independent Contractor? Please find below the three step test the Tennessee Department of Labor & Workforce Development utilizes.

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