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Greetings!
Are you...
Looking for a second opinion? In transition between jobs? Selling your business? Going into retirement? Going through a divorce or loss of a loved one?
We are here to help!
Coming in 2013...
WELTMAN BERNFIELD STRATEGIC ADVISORY SERVICES
- Your one stop, educational resource for all things relating to your financial well-being
- Fully independent, fee-based fiduciaries providing information without obligation for Retirement Planning, Tax Planning, Estate Planning, Insurance and Wealth Management.
STAY TUNED FOR MORE INFORMATION COMING IN JANUARY!
- The Members of Weltman Bernfield
For more news, tips and updates, be sure to follow us on Facebook, Twitter and LinkedIn.
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Spotlight On: CCC Technologies
An inside look at one of our clients
"If it has a blinking light, chances are we support it..."
With a roster of 19 engineers maintaining 117 manufacturer and industry certifications, CCC Technologies is one of the most accredited and experienced technology organizations headquartered in the Midwest...But it's the culture at CCC Technologies that really sets them apart. Read more...
SPECIAL OFFER
CCC Technologies is offering a complimentary Network Security Assessment to fellow Weltman Bernfield customers. To schedule your assessment, please contact Kim Kiefer at 847.427.2352 or via email at kkiefer@ccc1.com before January 15, 2013.
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 Coping with the New 3.8% Medicare Surtax
Tax Strategies to use in 2012
Beginning in 2013, a new 3.8% Medicare surtax will apply to investment income received by certain high-income taxpayers. The tax law provision authorizing this surtax was included in the Patient Protection and Affordable Care Act of 2012 recently upheld by the U.S. Supreme Court. Read more for potential year-end investment strategies...
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 Glad Tidings for Year-end Gifts
Tax breaks available under current law
Due to recent tax law changes, you may want to give generous gifts to family members this holiday season. The gifts can reduce the size of your taxable estate. Here is a brief overview of the basic tax rules. Read more... |
 Can the Corporate Veil Be Pierced?
Protection from liability is not absolute
There are several possible reasons why you might incorporate a business. One of the main advantages unrelated to taxes is the protection of the "corporate veil" (also known as the "corporate shield"). Under this basic principle of law, a business owner cannot be held personally liable for the debts and obligations of the corporation. Nevertheless, be aware that the corporate shield is far from invincible. Read more..
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 Avoid These Seven E-mail Mistakes
Common errors in the business world
E-mail has been around for awhile now, so you probably feel you have the hang of it. Nevertheless, business people continue to make the same mistakes over and over again. Not only can this make you look foolish but it could irreparably harm a business relationship. Here are seven common errors to avoid. Read more..
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Someone You
Should Know
David McWilliams, CPA
847.941.0206
Weltman Bernfield LLC is pleased to announce the promotion of David McWilliams, CPA, to Manager of Tax Services. In his new role, McWilliams will be responsible for reviewing federal and state income tax returns for the firm's top clients; training all new hires in tax return preparation and tax law; assisting in complex tax research; and designing and implementing procedures to improve tax department quality control.
"David demonstrates the requisite aptitude for handling complex assignments," says David Simon, Director of Tax Services. "He has garnered high praise from several clients and his work product is uniformly excellent. We feel he is an exemplary choice for this position."
"I'm excited to take on a more visible role and look forward to providing more support to both our clients and staff," says McWilliams.
McWilliams' previous work at Weltman Bernfield included preparing complex income tax returns and assisting in various consulting projects. Before joining Weltman Bernfield, McWilliams was a Senior Associate-General Practice Group at a CPA firm in Seattle, Washington, where he did a variety of tax work and reviewed/compiled financial statements for a broad spectrum of company types that varied in size and industry. Prior to that, he worked as a team member at a CPA firm in Northbrook, Illinois, where he performed a combination of audit, financial statement review and compilation, and tax work. McWilliams received his BBA - Accounting from Grand Valley State University, Grand Rapids, Michigan.
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Your opinion matters...
At Weltman Bernfield, we strive to exceed expectations every day. And we want to know how you think we're doing. We recently mailed out surveys to all of our clients. If you received one, please take a few minutes to fill it out and send it back to us. If you didn't receive one, let us know and we will send one out promptly!
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