July 2014
header
Looking Back to 2013 for Tax Savings in 2014

 

Now that the 2013 tax filing deadline is behind you, it's not too early to turn your attention to the 2014 filing season. This attention requires an awareness of the direct impact that many ordinary, as well as one-time transactions and events will have on the tax you will eventually be obligated to pay by April 15, 2015. Looking back before moving forward might prove to be worthwhile. Read more details

HSA Contribution Amounts Increasing for 2015

 

The IRS announced that taxpayers with health savings accounts connected with high-deductible health plans will be able to make higher tax deductible contributions for calendar year 2015. The annual inflation adjustments for limits on deductible contributions to HSAs for 2015 and the inflation adjusted limits on annual deductibles for purposes of defining a HDHP have been posted. In both cases, the HSA and HDHP limits were increased because of inflation.  Click here to learn more. 

Spotlight on Whitlock Wealth Management Services

 

Through our collaboration with Oppenheimer & Co. we help you develop comprehensive strategies suitable to your financial objectives. We assist our clients with their portfolio construction by recommending an appropriate asset allocation among those managers and funds we believe are suitable for their needs. Our extensive capabilities include alternative investments for qualified clients, retirement, planning and insurance. Read more here
About Us: The Whitlock Company is a full-service CPA firm offering a range of professional tax, audit, accounting and management advisory services to the following industries: Community Banking, Real Estate, Manufacturing, Not-for-Profits, Higher Education and more. For more information, please contact us.

We appreciate your referrals. If you know of a company, organization or individual who may benefit from our services, please let us know.
Quick Links
 
Featured Services:






 
Media and Resources:
 
 
 
 
Read more from past newsletters