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January 2015 Published for the confidential use of clients and professional associates.
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INCREASE IN RETIREMENT PLAN CONTRIBUTION LIMITS FOR 2015
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By Chad Halbur
Many times retirement plans end up being a "set and forget" aspect of our planning routines, we just keep doing what we have been doing and haphazardly check our progress. While it's great to review your investment performance, when was the last time you checked your contribution amount? Read more...
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EXITING YOUR BUSINESS IS A PROCESS, NOT A MYSTERY
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By Scott Nordeen
Nora Chapman's story was typical of most business owners who have made the tough decision to leave their companies. At age 54, she was confident in finding a meaningful second act and was ready to leave her 25-employee advertising business. Read more...
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SSARS NO. 21 - CLARIFIED, REVISED AND APPROVED FOR REVIEWS, COMPILATIONS AND ENGAGEMENTS TO PREPARE FINANCIAL STATEMENTS
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By Jerome R. Reutzel, CPA, MBT
Recently, the AICPA Accounting and Review Services Committee issued SSARS No. 21, which revises the standards for reviews, compilations and engagements to prepare financial statements. In addition, there are implementation changes in SSARS 21. Read more...
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THE DIFFERENCE A DAY MAKES
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By Jon T. Meyer, CFP®
Key Takeaway: Retiring seems so easy--you just have to pick a date and go. But if you don't understand how that date affects your money, you could end up leaving a lot on the table.
Expiration dates on food can often be fudged a little. After all, it isn't necessarily true that food that is one day past its expiration date is spoiled. Retirement should be viewed the same way. Read more...
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YEAR END BUSINESS REMINDERS
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By Vicki Hughes
As 2014 draws to a close, we want to remind you of some important reporting requirements to consider. Read more...
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