 |
|
Greetings!
And the Survey Says...
Overall, our clients seem to be very pleased with our service. We received a nice response from the survey we mailed in November. The average scores for all of the questions rating our firm ranged between 4.14 to 4.94 (0 being not satisfied, 5 being very satisfied). Thank you to everyone who filled out and returned our survey. We appreciate all of your positive comments, as well as your suggestions for articles and ways to improve our services.
Weltman Bernfield and AISP featured in Accounting Today...
Marc Rosenberg, CPA, a management consultant to CPA firms nationwide, praised Weltman Bernfield's work on the 2012 Accounting Intern Scholarship Program (AISP) in the January 2013 issue of Accounting Today. Read the full article here.
Tax Season Is Here...
It's time to get everything in order and we've been busy sending all of our 1040 clients their tax organizers. If you are a 1040 client and didn't receive one, let your advisor know.
- The Members of Weltman Bernfield
|
Spotlight On: La Fournette
An inside look at one of our clients
 Authentically French.
Uniquely Different.
Located in Chicago's Old Town, La Fournette is an authentically French bakery and café that blends generations of expertise and craftsmanship with new ideas, culture and spirit. With a menu of sandwiches, salads, soups, crêpes, cookies and more, guests can sit down for breakfast, lunch or dinner or pick up fresh baked bread or other delicious items for home. And whether it's for a birthday or other special event, La Fournette also offers gift cards, gift baskets, corporate gifts and macarons! Read more...
 SPECIAL OFFER
La Fournette is offering Weltman Bernfield clients an additional 20% value to their gift cards, i.e., pay $20 and receive a gift card with a $24 value.Offer expires February 28, 2013. To redeem, simply mention that you are a Weltman Bernfield client and that you saw this offer.
|
Find the Home Office Tax Deduction Confusing?
IRS providing new, simpler option for calculating deduction
 According to a post on www.whitehouse.gov/blog, many taxpayers who qualify for the home office tax deduction are not claiming it. On January 15, 2013, the Internal Revenue Service (IRS) announced that it "is providing a new, simpler option for calculating the home office tax deduction, allowing small business owners and employees who work from home and who maintain a qualifying home office to deduct up to $1,500 per year." This option will be available starting with the Tax Year 2013 return. Read more.. |
|
 Compare the Two Types of IRAs
How they stack up against each other
When you hear the word "IRA," what comes to mind? There are two basic types: the traditional IRA and the Roth IRA. It is important to know the similarities and distinctions. Read more... |
 Putting Work into the Business Budget
Practical tips for financial improvement
Do you sit down regularly, perhaps monthly, to develop a budget reflecting your personal income and expenses? The same basic principles that apply to a household budget may be extended to your small business. In fact, it can be argued that business budgeting is now more important than ever. Read more for several practical suggestions...
|
 Ten Job-Hunting Mistakes to Avoid
Don't sabotage employment chances
No one (or hardly anyone) will say that finding a job in the current economic environment is easy. But you might make a bad situation even worse by committing costly blunders. Here are 10 job-searching mistakes that might derail your chance when a good employment opportunity presents itself. Read more..
|
|
|
|
|
Someone You
Should Know
Stephen J. Denari
Managing Director
WB Capital
312.636.6659
Steve Denari is the managing director of WB Capital, a division of Weltman Bernfield LLC concentrating in helping businesses through transitions such as mergers and acquisitions (M&A), a distressed situation (including bankruptcy), location of additional capital and debt, or incubation of a newly established endeavor.
Denari has many years of experience in the mergers and acquisitions and turnaround/bankruptcy sectors. This former Harley Davidson turnaround expert and Navigant Consulting M&A executive received his MBA from the University of Chicago and attended Northern Illinois University School of Law. His experience also includes the co-founding of WestWater Capital Advisors as a joint venture with the Chicago-based middle market law firm of BFKPN. WestWater was one of only five ACG (Chicago) Platinum members by the end of its first year in business. It was also recognized by FORBES Magazine in 2001 for its unique financial structural inventions, the MEBO® (Management Employee Buy Out) and the REG RIGHTS WRAP®.
Visit our website for more information on WB Capital and Steve Denari.
| |
_____________
| |
| |
For more news,
| |
|
|
|
