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Thursday, June 15, 2017

July/August Newsletter You can't take it with you: Making the most of tax carryovers Does a Roth IRA fit into your retirement plan? Independent contractor vs. employee: Worker classification matters Tax Tips July Tax Payment Calendar...

 

Wednesday, June 14, 2017

I love teaching, which is why I started my adult life as a teacher. More than just teaching, though, I love teaching people things that will improve their lives. That’s why I got into this business. Through financial education, I...

 

Wednesday, June 14, 2017

Do you ever look in the mirror and wonder, where did all those gray hairs come from? Or, better, where did all my hair go? Whether you like to admit it or not, time passes, and we are all getting older. One thing you are probably...

 

Wednesday, May 24, 2017

When you were young, your parents took care of everything for you. They provided for you financially and made sure all your needs were met. Even though you are older and independent now, you may still see your parents in that role. It...

 

Wednesday, May 17, 2017

No one likes to think of the death of a loved one. But considering the difference in life expectancies of men and women, widowhood is a possibility that you need to take seriously. If you were widowed tomorrow, would you be prepared?...

 

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Monday, May 1, 2017

May/June Newsletter Timing compensation in a changing tax climate: All eyes on Sec. 409A How to get relief from IRS penalties Are you a member of the Sandwich Generation Tax Tips May Tax Payment Calendar June Tax Payment Calendar

 

Tuesday, April 25, 2017

By Joel Johnson and Kurt Buursma According to a recent study, employer sponsored health, dental, vision, life and disability plans are the most highly valued benefit among employees, accounting for almost one-third of the value...

 

Friday, April 14, 2017

For most people, it’s hard to find the time and resources to help build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into...

 

Tuesday, March 21, 2017

When you were young, you likely thought about what you wanted to be when you grew up. Some people wanted to be a firefighter or an Olympic athlete, while others imagined saving the world of becoming a famous movie star. Growing up, I...

 

Friday, February 24, 2017

March/April Newsletter 4 tax-smart techniques for mutual fund investors Educate your children on wealth management New rules limit tax benefits of leveraged partnerships Tax Tips March Tax Payment Calendar April Tax Payment Calendar

 

Monday, January 30, 2017

Happy 2017! We hope the year brings you health, happiness, and prosperity. Our election is finally over and, for many, the result was surprising and unexpected. So far, the market has responded favorably. Now that the inauguration has...

 

Tuesday, December 20, 2016

January/February Newsletter Required minimum distributions: Tips and strategies What estate planning strategies are available for non-US citizens? Don't overlook the domestic production activities deduction Tax Tips January Tax Payment...

 

Friday, November 4, 2016

November/December Newsletter Year-end Tips for Reducing NIIT Is it time to revisit the research credit? How Incomplete Non-grantor Trusts Can Help Avoid State Income Taxes Tax Tips November Tax Payment Calendar December Tax Payment Calendar

 

Monday, October 31, 2016

2016 Fall Newsletter Greetings! In addition to cooler weather, colorful leaves, and a plethora of sport viewing opportunities, the fall season 2016 has an added feature for us… a presidential election. While we go out of our way...

 

Wednesday, August 31, 2016

September/October Newsletter Accelerating depreciation deductions: A cost segregation study may reduce taxes How basis planning can result in significant tax savings Watch out for the alternative minimum tax Tax Tips September Tax...

 

Wednesday, August 3, 2016

Long-Time Insurance, Investor Agencies Merge Officials of Buursma Agency, DeLong & Brower PC and the Michigan West Coast Chamber of Commerce conduct the ceremonial ribbon cutting ceremony that formally opened the new offices of the...

 

Tuesday, July 19, 2016

Summer 2016 Newsletter Welcome to our great West Michigan summer! Whether you are sunning on the beach, hitting the golf ball, boating on the lake, or smelling the roses in your garden, it is a great time to pause and appreciate the...

 

Wednesday, June 29, 2016

July/August Newsletter Partnerships: Get ready for new audit rules When an inheritance is too good to be true-- How income in respect of a decedent works IRS hobby loss rules-- Is it a business or hobby? Tax Tips July Tax Payment...

 

Monday, April 25, 2016

May-June Newsletter Deduct now, donate later- Donor-advised funds offer significant benefits Is it time to revisit captive insurance? Why you may need a prenup Tax Tips May Tax Payment Calendar June Tax Payment Calendar

 

Monday, April 11, 2016

Spring 2016 Newsletter Looking out the office window, I see blue sky, robins hopping around searching for a meal, and buds appearing on the trees. Spring must be here! As nature’s growing season begins, we are pleased to report that...

 

Tuesday, February 16, 2016

March-April Newsletter 5 retirement account tax traps to avoid Property dividends: Handle with care The Section 1031 exchange: Why it's such a great estate planning tool Tax Tips March Tax Payment Calendar April Tax Payment Calendar

 

Friday, January 15, 2016

Welcome to 2016! I hope you all had a wonderful holiday season with family and friends, and that 2016 will be a healthy and prosperous year for all! While 2015 was a time for our wonderful major office face lift and another...

 

Thursday, December 17, 2015

January-February 2016 Newsletter Designing a tax-wise bonus plan The net investment income tax: Planning opportunities for small business owners Need to protect your assets? Consider a BDIT Tax Tips- expatriation "exit tax," undoing...

 

Thursday, October 22, 2015

November-December 2015 Newsletter 5 last-minute tax-planning ideasNeed a financial backup plan? Why you should consider a SLATSolving the play-or-pay conundrumTax Tips- passive foreign investment company, dealing with concentrated...

 

Wednesday, August 26, 2015

Sept-Oct 2015 Newsletter The PAL rules and estate planning- can you reduce your trust's tax bill?Pumping up retirement contributions- cash balance plansThe ins and outs of tax breaks for getting to and from workTax Tips- Supreme Court...

 

Tuesday, July 14, 2015

Click the links below to open in a new window: July 2015 Tax Payment Calendar July/August Tax Newsletter Non-qualified options - How to report stock salesShould you treat a partner as an employee?Understanding the pros and cons of a...

 

Tuesday, May 5, 2015

Click here to view or download our May/June Newsletter. Topics include:Roth or Traditional IRA: Which is better? How you can avoid a huge tax trap - Beware of the generation-skipping tax.The IRS is watching...Understanding the...

 

Monday, February 23, 2015

March/April NewsletterMarch Tax Payment Calendar April Tax Payment Calendar

 

Thursday, February 5, 2015

February 2015 Tax Payment Calendar

 

Thursday, November 13, 2014

Tax Payment Calendar

 

Friday, October 17, 2014

Wild Ride In Equity Markets

 

Tuesday, September 2, 2014

September 2014October 2014

 

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