The Bottom Line
March 2010
APRIL 15th IS JUST TWO WEEKS AWAY!

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In this issue...
Tax Planning for Entrepreneurs
New Roth IRA Conversion Opportunities
$1.3B in Unclaimed 2006 Refunds

Client Spotlight

Providing creative media content solutions
Digital Elixir Studios

Granite & marble wholesaler
Ultimate Granite & Marble

Office Hours and Location
9350 Bay Plaza Blvd., Suite 120
Tampa, Florida 33619
(813) 514-8273

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Wed - 8:30am to 2:00pm
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Greetings!

Welcome to the first issue of THE BOTTOM LINE, an e-newsletter compiled and provided by Kevin D. Wrobel, CPA, PA. Each edition will begin with an installment in our series on  Life Stages and Your Accountant. The rest of the issue will be stocked full of general business and accounting topics, important tax updates, economic development tools, and/or marketing strategies.

We hope you find this issue useful and enlightening. Feel free to forward it to your friends, family and/or colleagues., and let us know if there is a topic you would like us to address in future issues.

One more thing: be sure to scroll all the way down to the end to take advantage of our specials each month. This month, get a $25 CREDIT to your account!
 

Sincerely,
Michelle Hoffman
Business Manager
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Kevin D. Wrobel, CPA, PA

Tax Planning for the Self-Employed
The first installment in our "Life Stages and Your Accountant" series

Self-employment.... the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own Social Security and Medicare taxes and take charge of your own retirement plan, among other things. We can help you with that! Here are some planning tips to get you started. ...read more

Roth IRA Conversions - New Opportunites for 2010

With the lureRoth IRA Conversion of tax-free distributions, Roth IRAs have become popular retirement savings vehicles since their introduction in 1998. If you're a high-income taxpayer, chances are you haven't been able to participate in the Roth revolution. Well, new rules apply in 2010 that may change all that. ... read more

Deadline to Claim 2006 Tax Refunds Approaches

A three-year window for about 1.4 million people to claim unclaimed, 2006 tax refunds from the Internal Revenue Service is about to expire. The agency said it has about $1.3 billion in unclaimed refunds for people who did not file 2006 tax returns, with the median unclaimed refund being about $604. Claims need to be filed by April 15 or the unclaimed funds become the property of the U.S. Treasury. ...read more
 
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