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Greetings!
We're Giving Back to the Community...
The staff at Weltman Bernfield started off the new year by volunteering time at Feed My Starving Children, a non-profit organization where children and adult volunteers hand-pack meals specifically formulated for malnourished children throughout the world. In the two hours they were there, the 21 volunteers from WB helped package 123 boxes which is equal to 76,200 meals. Visit our Facebook page to see more photos.
The WB team also raised $224.80 for the American Cancer Society through "team jersey" days and other office fundraising events throughout 2012. The firm matched this amount, making our total donation $449.60! We've already started on plans to raise even more contributions this year.
- The Members of Weltman Bernfield
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Announcing a New Service...WB Capital
A division of Weltman Bernfield LLC
Having served our clients in their day-to-day and year-to-year business needs for almost 90 years, Weltman Bernfield now launches a new set of services for those moments in a your organization's life span that occur intermittently, or even once in a business lifetime.
Whether that is selling or buying a business, turnaround (including bankruptcy) of a distressed situation, location of additional capital and debt or incubation of a newly established endeavor-the WB Capital division of Weltman Bernfield LLC should be your first call. Learn more...
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 President Obama Signs The American Taxpayer Relief Act of 2012
The new year is already off to an interesting start with the fiscal cliff avoided for now. The American Taxpayer Relief Act of 2012 extends or makes permanent most of the "Bush tax cuts," but it doesn't mean the end of tax increases. We're here to help you figure out how all of this affects you. To start, we've put together a summary of some of the key tax provisions in the bill to show its effects on individuals and businesses.If you have additional questions, please contact your tax professional. Read more...
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 Moving Forward with Leadership Skills
Ways to expand your role at the top
Do you own or help manage a small business? The rest of the staff probably looks up to you to set the tone for the operation. But not everyone is born to be a dynamic leader or is very good at it right away. Here are several suggestions for improving your standing. Read more... |
 IRS Adjusts Retirement Plan Limits
Several key increases for 2013
The IRS recently released its annual cost-of-living adjustments for certain retirement plan thresholds
in 2013. Although inflation has remained on the low side, several key limits have been bumped up. However, note that other limits did not change.
Read more..
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 Bask in the Tax Glow of Winter Conventions
Special rules based on travel destination
Are you feeling stuck in the winter doldrums? You might take the opportunity to attend a convention on a tropical island or other resort area. First and foremost, you can brush up on the latest developments in your field. Second, you can spend some "down time" relaxing. Third, if you meet certain tax law requirements, you can deduct the cost of the convention as a business expense. Read more..
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Someone You
Should Know
James Richter, CPA
847.941.0208
Weltman Bernfield LLC is pleased to announce the addition of James (Jim) Richter, CPA, as Accounting Services Manager.
Jim has previous experience in financial management, strategic planning, cash management, systems development, statistical analysis, budgeting, forecasting and risk management. He has served in various roles throughout his career, ranging from accounting manager to chief financial officer to controller. In his role at Weltman Bernfield, he will be handling routine accounting and business relationship management for higher-end clients, as well as assisting in client consulting.
"Jim brings a level of experience and knowledge to WB that allows him to manage clients while understanding the clients' points of view and needs," says Glenn Mikell, managing member, Weltman Bernfield.
"I'm excited with the challenge of learning new things and in contributing to the success of both Weltman Bernfield and our clients," says Jim.
Jim received his Bachelor of Science, Accounting and Computer Science, from the University of Wisconsin-LaCrosse.
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