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Greetings!
Have Questions? We're Here All Year!
Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or about other important financial concerns. The good news is that we are available to you all year. We have a full- time, year-round staff of experts with extensive expertise in a broad range of financial areas. We're ready when you are to take some time reviewing your financial situation and helping you understand your options so you can make the best decisions. We're also here in an emergency to help address unexpected financial concerns. So give us a call to discuss your important financial issues whenever they arise.
- The Members of Weltman Bernfield
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 Spotlight On:
Heffernan Painting Services
An inside look at one of our clients
Quality craftsmanship.
Experienced professionals.
As a family-owned and operated business, customer satisfaction is the top priority for Heffernan Painting Services. "We understand that having work performed on your home or business can be intrusive," says owner Shawn Heffernan. "This is why we strive to complete each job with as much communication and as little disruption as possible to our clients." Read more...
Heffernan says "It's time to look outside..."
It's not too early for outdoor projects. The team at Heffernan Painting Services thinks this is the best time of the year to look at the exterior needs of your home. The expanding and contracting that occurs from temperature changes during our Chicago winters can cause rotting, cracking and peeling--which can allow moisture to enter your home. When addressed in early spring (and, yes, it is spring), you can be sure the issues do not get worse.
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 Key Tax Elections on 2012 Returns
These important choices are yours
In 2012, we elected the president of the United States and other government officials. But 2012 may also be an "election year" for your federal tax return. Here are several choices that can make a big tax difference on the tax return you must file by April 15. Read more...
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 Six Key Traits of a Great Boss
Advice for business owners and managers
If you are the owner or manager of a successful business, you probably consider yourself to be a good boss. But a few special characteristics can distinguish a good boss from a "great" one or someone who is truly extraordinary. Here are six ways you might set yourself apart...
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 A "Perfect Storm" of Tax Deductions
When you can claim casualty losses
Disaster often strikes quickly, with little or no warning, as in the case of Hurricane Sandy last year. The occurrence of a "perfect storm" or some other event-such as a tornado, flood or fire-can cause severe damage to your personal or business property. Small consolation: At least you may be entitled to deduct a casualty loss on your tax return. Read more... |
 Don't Commit the Seven Financial Sins
Avoid common mistakes that plague investors
The "seven deadly sins" often referred to in religious literature are wrath, greed, sloth, pride, lust, envy and gluttony. Although it usually does not involve the same soul-searching, you may be guilty of some other "financial sins" in the way you handle your personal affairs, particularly as it relates to your investments. Fortunately, redemption does not have to be difficult. Here is a list of seven common mistakes you may be guilty of making that may be rectified with relative ease.
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Weltman Bernfield voted
Thank you to all who voted!
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Someone You
Should Know
Jack Katz, CPA
847.941.0225
"My aim is to be the kind of advisor who becomes familiar and stays involved with the business owner. I believe in a hands-on, one-on-one approach in order to develop and maintain a successful relationship with my clients."During his thirty-five years of public accounting, Jack Katz has gained extensive experience in accounting, auditing and reporting procedures for:
- real estate, construction and manufacturing related entities
- professional services corporations in the fields of law, medicine, architecture and engineering
- not-for-profit organizations
Over the years he has served as a board member in several not-for-profit organizations and is familiar with the unique financial and tax issues that they face in today's business environment. He also specializes in tax planning for individuals, as well as retirement and general financial planning. Jack graduated from the University of Illinois with a Bachelor of Science in Accounting. He is a licensed CPA and a member of the Illinois CPA Society and the American Institute of Certified Professional Accountants.
When not swimming in client matters, Jack is a father of two and an avid scuba diver and cyclist. His scuba diving has taken him to various corners of the world, including Indonesia, Micronesia, Australia's Great Barrier Reef, and Papua New Guinea. He has cycled in Austria, Canada, France, and Italy and is a Certified Spin Instructor. He is a vintage muscle car aficionado and enjoys driving his 1960's era Corvettes during the summer.
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The information contained within this email is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Any U.S. federal tax advice contained in this email is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
For your convenience, this email may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services or content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
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