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Tax Organizer are Online! PDF Print
Written by Administrator   
Wednesday, 13 January 2010

The tax organizers are now available and clients should have received an e-mail with login instructions.

If you have not received the e-mail or if you would like to receive a web organizer this year please send an email to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

 
Tax developments - fourth quarter of 2009 PDF Print
Written by Administrator   
Sunday, 10 January 2010

The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please contact us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize the impact of those that are unfavorable.

 
Planning for Investments PDF Print
Written by Administrator   
Friday, 11 December 2009

There are several items to consider when planning for investments.  A few important items are discussed here.

 
Business Credits Available for 2009 PDF Print
Written by Administrator   
Friday, 11 December 2009

The following is Information regarding some of the business credits available for 2009.

 
Energy Incentives Available for 2009 PDF Print
Written by Administrator   
Friday, 11 December 2009

As we become more environmentally conscious, there are several tax benefits to going green.  Some of these incentives are outlined below.

 
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This is not an offer to sell securities in any other state or jurisdiction.