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November 2011 Monthly Recap

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Dow – sole gainer for the month

Europe’s ongoing debt problems hurt domestic equities last month, causing them to reverse much of October’s strong gains. The Dow–the sole gainer for the month–bounced in and out of positive territory for the year, managing once again to regain the 12,000 threshold… (Read More)

November Economic Perspective

  • Eurozone bond-buying and Central Bank aid
  • GDP and Unemployment
  • Congressional SuperCommittee
  • Retail sales & Black Friday
  • Lower energy costs; CPI falls, Incomes rise, Savings increase
  • Housing starts; new home sales (Read More)

5 Year-End Tax Considerations

Legislation passed in 2010 extended lower tax rates; here are five things to keep in mind. (Read More)

Gift Tax Strategies

The current applicable exclusion, low rates, and depressed property values create a favorable environment for making certain gifts. (Read More)

The Problem With Do-It-Yourself Estate Planning

As the number of Internet websites have quickly multiplied, do-it-yourself estate planning is on the rise. (Read More)

B.O.S.S. Lunch & Learn

Join us to learn how to reduce TAXES with proper year-end business planning.
BOSS: Business Owner Strategy Sessions

401(k) Corner: New Rules

2012:  New Fee Disclosure rules may surprise You
Many small business owners and employees are too busy to focus on their retirement plans, but it will be interesting to see how many notice when new fee disclosure rules come into place in 2012.  Business owners and HR practitioners should realize that they have the responsibility for compiling and disclosing fees to employees.   (Read More)

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