Category Archives: Uncategorized

TMTW #130 – Investing 101 – Cut Your Losses Short

Tax and Money Tip of the Week: Investing 101 – Cut Your Losses Short February 20, 2013| No. 130 An interesting and timely article from the Investor’s Business Daily regarding money management – limit your losses always to 7% or … Continue reading

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TMTW # 127 – Estate Tax Exemption for 2013

Tax and Money Tip of the Week: Estate Tax Exemption 2013  January 30, 2013 | No. 127 One of the key Estate Tax decisions in the new tax law passed by Congress this month. Estate taxes Questions or Comments? You … Continue reading

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TMTW 126 – Permanent AMT Fix

Tax and Money Tip of the Week: Permanent AMT Fix  | January 23, 2013 | No. 126 From Investment News , the Alternative Minimum Tax (AMT) fix is now permanent. Permanent AMT Fix Questions or Comments? You can add comments on … Continue reading

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TMTW 125 – QCD’s for 2012 available thru 1/31/13

Tax and Money Tip of the Week: Qualified Charitable Distributions for 2012 Available through January 31, 2013! | January 16, 2013 | No. 125 While most of the tax law changes that were recently passed effect 2013 and future years, … Continue reading

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TMTW 124 – Cliff Averted – New Tax Law Provisions Passed

Tax and Money Tip of the Week: Cliff Averted – New Tax Law Provisions Passed | January 9, 2013 | No. 124 From The Journal of Accountancy, the fiscal cliff as been averted with the passing of a new tax … Continue reading

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TMTW #123 – The Value of a CPA – More Than Just Taxes

Tax and Money Tip of the Week: The Value of a CPA – More Than Just Taxes| January 2, 2013 | No. 123 From The Wall Street Journal, see how valuable a CPA can be. The Value of a CPA … Continue reading

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Happy Holidays!

Tax and Money Tip of the Week: Happy Holidays! (taking a break from TMTW) | December 26, 2012 We thank all of our clients and referral sources for their business this past year. Hope everyone is having a Merry Christmas/Happy … Continue reading

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