CPA Client Tax Letter 3rd Quarter 2014

Client Tax Letter 2014 3rd Quarter Deals With:

  • Juggling Appreciated Assets and Bequests
  • How Inherited Assets Differ From Gifts
  • Mixing Annuities and IRAs
  • Making Expense Accounts Accountable
  • Don’t Waste 529 Tax Benefits
  • Business Owners Get More Bang From Flex Plan Bucks

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Tax Letter at 212-596-6247.

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CPA Client Tax Letter 2nd Quarter 2014

Client Tax Letter 2014 2nd Quarter Deals With:

  • Is It Time to Trim Stocks?
  • Benchmark Based Life Insurance and Annuities
  • Underused Business Tax Deductions
  • SEP Plans Go Separate Ways
  • Estimated Taxes for Business Owners
  • Mixing IRA Distributions with Social Security

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Tax Letter at 212-596-6247.

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CPA Client Tax Letter 1st Quarter 2014

Client Tax Letter 2014 1st Quarter Deals With:

  • Five Years Later, Tax Lessons Learned
  • Pay Premiums or Pay a Penalty
  • Trim Steep New Taxes With a Charitable Trust
  • Cashing In on Foreign Stocks
  • Leasing Company Cars

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the  copyright to the CPA Clint Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Tax Letter at 212-596-6247.

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CPA Client Tax Letter 2nd Quarter 2013

CPA Client Tax Letter 2nd Quarter 2013 Deals With:

  • Special Report on the American Taxpayer Relief Act of 2012
  • Reducing Uncertainty, Increasing Complexity
  • Lower Incomes, Higher Taxes
  • Estate and Gift Taxes Have Been Clarified
  • Breaks for Business Owners
  • ATM Relief, Child Tax Credit and More

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Tax Letter at 212-596-6247.

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CPA Client Tax Letter 1st Quarter 2013

The CPA Client Tax Letter for the 1st Quarter 2013  Deals With:

  • The Supreme Court’s Health Insurance Decision: What It Means to You Now
  • Trusts and Estates May Owe the Medicare Surtax, Too
  • Additional Medicare Tax for Certain High-Income Taxpayers
  • Higher Hurdles for Medical Deductions and Exemptions
  • Dealing with Household Employees
  • Taxes on Gambling Winnings

This CPA Client Tax Letter is provided by Terri Moss Hornberger, CPA to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to copyright@aicpa.org.

For general inquiries, please contact the Client Tax Letter at 212-596-6247.

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April / May / June 2012 Client Tax Letter

Terri Moss Hornberger’s Client Tax Letter Q2 2012

This Issue Deals With:

  • IRS Offers a Deal to Companies Claiming Contractors
  • Home Office Deductions Demand Exclusivity
  • Making Sense of Mutual Fund Taxation
  • Make Disability Insurance Less Taxing
  • Offering an Educational Assistance Program Can Be a Smart Move
  • Nest Eggs
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Our Newsletter!

Welcome to Terri Moss Hornberger, CPAs Newsletter! The CPA Client Bulletin is jam backed with tax, business and financial planning ideas. Our first Bulletin will be available later this week!

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