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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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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A federal judge has blocked the change in the overtime rule to be effective December 1st.
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Are you ready for the change in Overtime Rules?
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October 2016 Client Bulletin
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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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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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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? Please find below the three step test the Tennessee Department of Labor & Workforce Development utilizes.
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CPA Client Bulletin Select
July 2016
What’s Inside
What the New Federal Fiduciary Rule Means to Investors
ETFs Can Be Plain or Fancy
Disaster Planning Versus Succession Planning
Tax Calendar
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