Presented by
GILL & KNOWLES
ACCOUNTANCY CORPORATION
2227 E STREET
LA VERNE, CA 91750-4904
(909) 596-7060
FAX: (909) 596-7080
Presented by
GILL & KNOWLES
ACCOUNTANCY CORPORATION
2227 E STREET
LA VERNE, CA 91750-4904
(909) 596-7060
FAX: (909) 596-7080
The following accounting newsletters were provided to us by Gill & Knowles Accountancy Corporation* (The newsletters will open in a new window)
*The general information in these publications are not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purpose of avoiding tax penalties.
August, 2009 Newsletter: Understanding Unclaimed Property; Ed.D. but No Deduction; Have You Factored Long-term Care into Your Financial Plan? Teach Your Children Well; E-merge Victorious; Focusing on Loan Covenants; Client Line Items; Client Profile; Questions/Answers (.doc file)10/09
July, 2009 Newsletter: Cost Basis Complications; What Are The Chances?; It Could Happen; Talking It Up; Save Energy, Save Taxes; A Mid-year Resolution: Revisit Retirement Planning; Client Line Items; Client Profile; Questions/Answers (.doc file)10/09
April, 2009 Newsletter: Estate Planning Revisited; Back to Square One; Can You Qualify for a Home Office Tax Break; Time to Renegotiate?; New Rollover Rules; A COBRA Refresher; Client Line Items; Client Profile; Questions/Answers (.doc file)09/09
March, 2009 Newsletter:
Form 990 Makeover; Insurance for Ill Students; Social Security Planning - A Few Twists; The Office, Net Generation; Trimming Travel Dollars; Net Operating Loss May Be a Refund Opportunity; Client Line Items; Client Profile; Questions/Answers (.doc file)10/09
November, 2008 Newsletter:
Tax Act Addresses Housing Issues; Bonus Timing; A Look at SBA Loans; Keep IT Costs Under Control; Prove It!; Plan Loan Pitfalls; Client Line Items; Client Profile; Questions/Answers (.doc file)12/08
October, 2008 Newsletter:
Improving Cash Flow - Steps That Can Make a Difference; Spotlight Shines on 401(k) Fees; Time for a Roth Conversion?; Go Figure!; Filing Extension Change; The World Wide Web @ Work; Client Line Items; Client Profile; Questions/Answers (.doc file)(12/08)
September, 2008 Newsletter:
Taking Your Retirement with You; Tax Stats; Cures for Commutin' Blues; Just a Click Away; Failing Grades in Finance; Investing and Your Taxes in Uncertain Times; Client Line Items; Client Profile; Questions/Answers (.doc file)(10/31/08)
July, 2008 Newsletter:
Inheriting an IRA; A Costly Penalty; Financial Analysis for Your Small Business; Insuring Your College Student; A Critical Check; A SIMPLE Solution; Client Line Items; Client Profile; Questions/Answers (.doc file)(10/31/08)
June, 2008 Newsletter:
Ten Things You May Not Know About an LLC; Hybrid Car Tax Credit; Renting Out a Former Resident; Put Safeuards in Place in Case of Disaster; Put Junior on the Payroll; New Guidance for Depositing Plan Contributions; Client Line Items; Client Profile; Questions/Answers (.doc file)(10/31/08)
April, 2008 Newsletter:
Medical Benefits Under the Microscope; New Decision Affects Trusts; Up, Up, Up; Negotiating Tips; Home Sweet Home Office; Recent Tax Law Changes; Client Line Items; Client Profile; Questions/Answers
December, 2007 Newsletter: A Financial Action Plan for the Future; Day In, Day Out; How Will FIN 48 Affect Your Company's Financial Statements?; Got Proof; Pretty Big Numbers; What Is Web 2.0?; Client Line Items; Client Profile; Questions/Answers
November, 2007 Newsletter: 2007 Tax Reminders; Are Your Tax Payments on Track?; Exposing Benefit Costs; Are Your Ducks in a Row?; Postcards TO the IRS; Demystifying Compliance; Client Line Items; Client Profile; Questions/Answers
October, 2007 Newsletter: Careful Classification Required; Are Commuting Costs Deductible?; Transition Time; Traditional IRAs and RMDs; Calling Protocols; Investing Yourself in Performance Reviews; Client Line Items; Client Profile; Questions/Answers
September, 2007 Newsletter: Tax Pointers for Investors; Section 179 Limit Increased; Revisiting the Standard Profit-sharing Plan; Kiddie Tax Trap Grows Wider; About Leverage; Financial Reporting - An Overview; Client Line Items; Client Profile; Questions/Answers
August, 2007 Newsletter: Good for Business, Good for You; Pass It On; Where Does the Money Go?; Governance Guidelines for Nonprofits; Sell or Trade; Client Line Items; Client Profile; Questions/Answers
June, 2007 Newsletter: Doctor's Orders!; IRS Releases Tax Statistics; Sizing Up a Mortgage; A Winning Team; Land a Tax Break; Is a Roth 401(k) Okay for You?; Client Line Items; Client Profile; Questions/Answers
May, 2007 Newsletter: Maintaining Public Charity Status; Your Vacation Home; Bigger May Not Be Better; Rollovers in Reverse; Cash to the Rescue; Rules of the Road; Client Line Items; Client Profile; Questions/Answers
April, 2007 Newsletter: Health Savings Accounts Explained; Are Dues a Deductible Expense?; Limit Tax Exposure by Cutting Your Estate Down to Size; Harness the Power; Small Plan Audit Exemption; Client Line Items; Client Profile; Questions/Answers
March, 2007 Newsletter: Last Minute Tax Relief - Will you Benefit?; 401(k) Plan Fees; An Assortment of Tax Law Changes for Businesses; Curbing Credit Card Debt; Financial Follow-up; Paying College Bills; Client Line Items; Client Profile; Questions/Answers
February, 2007 Newsletter: Make Estate Planning a Priority; Requesting a Phone Tax Refund; Should an Immediate Annuity be Part of Your Plan?; Miles and Miles; Taking Attendance; A Recipe for Success; Client Line Items; Client Profile; Questions/Answers
January, 2007 Newsletter: New Tax Trap for Employer-owned Life Insurance; 2007 Pension Plan Limits; Better Than a Crystal Ball; A Healthy Trend; The Federal Look; Looks Like a Fund, Trades Like a Stock; Client Line Items; Client Profile; Questions/Answers
December, 2006 Newsletter: Timing Business Asset Purchases; Is It Income?; Inheriting an IRA; Why Take Chances; ABCs of Cybersecurity; Unclaimed but Not Unwanted; Client Line Items; Client Profile; Questions/Answers
November, 2006 Newsletter: New Rules for Charitable Giving; Payroll Tip; Putting 401(k) Plan Enrollment on Automatic; 529 Plans Graduate to Permanent Status; Timing Could Save FICA Taxes; Ratios Can Provide Answers; Client Line Items; Client Profile; Questions/Answers (.doc file)
October, 2006 Newsletter: Put Time On Your Side; I-9 goes Electronic; Payment Cards Ease Benefit Administration; New Wage Limitation for Production Deduction; Living with Loan Restrictions; Medicare Premiums To Be Tied to Income; Client Line Items; Client Profile; Questions/Answers
September, 2006 Newsletter: Weighing the Telecommuting Option; Check Your Savings Bond; The Door to Roth IRAs Opens Wider; Manage Your Company's Software; Many Happy Returns; Say "Goodbye" to the Long-distance Telephone Tax; Client Line Items; Client Profile; Questions/Answers
August, 2006 Newsletter:
A House Divided; AMT Update; Lease or Buy? Your Decision; No Kidding; No Receipt=No Tax?; Retirement Plan Compliance Problems Can Be Corrected; Client Line Items; Client Profile; Questions/Answers
July, 2006 Newsletter: Planning for a Retirement Plan; No Clear-cut Answer; Salary or Divident? Getting it Right; An Estate-tax Tangle to Avoid, Lightening Their Loans, Mid-year Tax Planning for 2006; Client Line Items; Client Profile; Questions/Answers (.doc)
June, 2006 Newsletter: Make the Most of Your Money; It Can Be Done; IRS Plans to Watch Nonprofits; Short-Term Business Borrowing; Time to Stop Juggling?; Client Line Items; Client Profile; Questions/Answers
May, 2006 Newsletter: Family Finances; A Company's Financial Statements Tell Its Story; New Medicaid rules Affect Nursing Home Residents; P2s3wordz!; A Crash Course in Student Financial Aid; Client Line Items; Client Propfile; Questions/Answers
April, 2006 Newsletter: A Big Jump for Small Businesses?; An Update on College Costs; Back to the Drawing Board; Sweating the Big Stuff; Revisiting Fund Fees; Home Equity = Retirement Savings?; Client Line Items; Client Propfile; Questions/Answers
March, 2006 Newsletter: Reflections on a Tax Refund; New mileage Rate; Double-checking; A Special Kind of Trust; Reply to All; A Lesson About Organization; Client Line Items; Client Profile; Questions/Answers
February, 2006 Newsletter: Think Twice About Spending Your Savings; Extension Requests; Working from Home? Keep the Door Open to Tax Benefits; An I-9 Checklist; The Value of Interns; Pinching Pennies for Profit; Client Line Items; Client Profile; Questions/Answers
January, 2006 Newsletter: Tax-saving Opportunities for Volunteers; Saving Solo; Payroll Taxes Should Be a Priority; Cleaning Up in the Information Age; Keeping the Cash Flowing; Leadership in Transition; Client Line Items; Client Profile; Questions/Answers
December, 2005 Newsletter: Big Picture Planning; Great Job!; Client Line Items; don't Put Your Company's Retirement Plan on Autopilot; Tax Deduction Aids Recovery; Client Profile; Internet Calling; The Time is Right For an Energy Audit; Queustions/Answers.
Wrapping Up The Tax Year; The New Retirement; Client Line Items; Tax Incentives Abound in 2005 Energy Act; Nonprofits - They're Not All Created Equal; Presents with a Future; Client Profile; Is an Earnout In Your Future; Questions/Answers
Happy Birthday - Here's Your Tax Break!; Health Insurance Deduction Details; Armed with a Mortgage; A New Payroll Option; Not Enough; Client Profile; A Lease You Can Live With; Questions/Answers.
Budget? Or Wing It?; Car Donations - An Update; Independent contractor or Employee - Still A Controversial Issue; Are Your Tax Payments on Track? The Budding Blogosphere; Medicare Drug Plan Is Coming Soon; Client Profile; Client Line Items; Questions/Answers.
The Ins and Outs of Interest Deductions; Series EE Bond Change; Client Line Items; Breaking Down Your Break-even Point; Look Again; Testing One, Two, Three; Client Profile; The Right Approach to Billing; Questions/Answers.
Accounting for Equity-based Compensation; Special Election Saves Estate Taxes; Client Line Items; Hobby or Business?; Unconventional IRA Investments; Your Second Home; Client Profile; Teens in the Workplace; Questions/Answers