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December 2012 Published for the confidential use of clients and professional associates. |
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BOECKERMANN GRAFSTROM & MAYER
AND JOHNSON WEST JOIN FORCES | |
We are excited to announce that Boeckermann Grafstrom & Mayer and Johnson West & Co. have merged effective immediately. Our newly combined firm is now operating its practice as Boeckermann Grafstrom & Mayer, LLC.
Founded in 1964, Johnson West is highly respected within the financial services industry for its professional excellence and strong client relationships. With a staff of 19, Johnson West brings that reputation, along with its skills and expertise as a full-service CPA firm, to our joint organization. Their team specializes in serving the needs of privately held businesses in the following industries: Architecture and Engineering, Construction, Manufacturing and Distribution, Real Estate, Retail, Not-for-Profit, Professional Services Firms, and Restaurants and Franchises. Our newly merged firm will be headquartered at 4470 W. 78th St. Circle, Suite 200, Bloomington, MN, and we will maintain the Johnson West & Co. office at 332 Minnesota Street, Suite E-1100, St. Paul, MN. Read more... |
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WEALTH MANAGEMENT DEFINED | |
By Jon T. Meyer, CFP®
Our industry has done a bad job at helping the consumer understand what good financial advice is. There are too many names for what I do: Financial Advisor, Financial Planner, Investment Advisor, Wealth Manager, Money Manager, Wealth Counselor, or the Vice President of Just About Anything. Read more... |
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ATTEST SERVICES AND THE VALUE THEY PROVIDE | |
By Dane Boeckermann, CPA, CFF
When CPAs assist in preparing a company's financial statements they are required, under professional standards, to issue a report on those financial statements. This report can be one of three types: Read more... |
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TICK TOCK, TICK TOCK, TIME IS RUNNING OUT | |
By Chad Halbur
There has been a lot of discussion around the $5.12M Federal Gift Tax Exemption, which is set to revert back to $1M on Jan. 1, 2013. Also the gift and estate tax rates, currently at 35%, will jump to 55% on Jan. 1, 2013. Read more... |
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WITH ALL THE UNCERTAINTY IN CONGRESS, CAN WE PROVIDE PLANNING FOR YEAR-END 2012? YES - AND THIS YEAR IT IS NECESSARY! | |
By Roben D. Hunter, JD, CPA, CVA, CFFA
In the 22 years of service I have provided as an advisor, I have not seen any year more complex than this one. My suggestion is to get to your advisors, sooner rather than later, for 2012/2013 planning. Read more... |
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YEAR END BUSINESS | |
By Vicki Hanson-Hughes
As the end of 2012 is fast approaching, we want to remind you of some important reporting requirements.
The Internal Revenue Service requires the following company paid benefits be included on S-Corp Shareholder W-2s as taxable fringe benefits: Read more... |
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EMPLOYEE ANNOUNCEMENTS | |
TAX CALENDAR
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CONTACT US
Boeckermann Grafstrom & Mayer, LLC
4470 W 78th St Circle Suite 200
Bloomington, MN 55435
952-844-2500
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