Newsletter Archive

This CPA Client Bulletin (newsletter) is provided by The Firm of Shippen & Associates, P.C. to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Bulletin and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to

Newsletter May 2015
Holding Stocks in Retirement Accounts, Finding a Low-Tax State, What Lower Oil Prices Mean to Your Company,Tax Calendar

Newsletter April 2015
Are Tax Refunds Good or Bad?, Seeking Safety in Long-Term Treasuries, Private Health Insurance Exchanges for Business Owners, Tax Calendar

Newsletter March 2015
Above-The-Line Tax Deductions, Dealing with Sequence Risk, Turn Relatives into Employees to Reduce Taxes, Tax Calendar

Newsletter February 2015
Renting Versus Buying a Home, Income Annuities in Employer Retirement Plans, When Workers Are Independent Contractors, Tax Calendar

Newsletter January 2015
Creat a Personal Cash Flow Statement, Tax-Free Roth IRA Conversions, New Year's Resolutions for Business Owners, Tax Calendar

Newsletter December 2014
New Regulations Bolster Longevity Annuities, Global Funds Versus International Funds, Be Wary of Accumulated Assets, Tax Calendar

Newsletter November 2014
Year-End Investment Tax Planning, Year-End Charitable Tax Planning, Year-End Family Tax Planning, Year-End Retirement Tax Planning

Newsletter October 2014
Planning Retirement Income, As Collectibles Boom, Selling Can Be Taxing, S Corporation or LLC?, Tax Calendar

Newsletter September 2014
Passive Investing is Moving Up, Inherited IRAs in Bankruptcy, Deducting Foreign Business Travel, Tax Calendar

Newsletter August 2014
Financial Aid Starts With the FAFSA, Grandparent Aid for College Costs, Keeping Wealth in Your Family's Future, Tougher Rules on Reverse Mortgages, Reasonable Compensation for S Corporation Owners, Tax Calendar

Newsletter July 2014
Be Sure About Rental Car Insurance, Deductions for Dining Out, Tax-Free Income From Renting Your Home, Tax Calendar

Newsletter June 2014
The Risks of Riskless Investing, How Inherited Assets Differ From Gifts, Prime Points for Your Buy-Sell, Tax Calendar

Newsletter May 2014
Liquid Alts Move Into Mainstream, Mixing Annuities and IRAs, Making Expense Accounts Accountable, Tax Calendar

Newsletter April 2014
Is it Time to Trim Stocks?, Supreme Court Bolsters Beneficiary Rights, Business Owners Get More Bang From Flex Plan Bucks, Tax Calendar

Newsletter March 2014
Juggling Appreciated Assets and Bequests, Learning About Mutual Fund Share Classes, Estimated Taxes for Business Owners, Tax Calendar

Newsletter February 2014
SEP Plans Go Separate Ways, Mixing IRA Distributions With Social Security, The "Other" April 15 Deadlines, Tax Calendar

Newsletter January 2014
Alert: Five Years Later, Tax Lessons Learned, Benchmark Based Life Insurance & Annuities, Under-used Deductions for Business Owners, Tax Calendar

About Yuma, AZ


First incorporated as Arizona City in 1871, Yuma was renamed in 1873 and is now the largest city in Arizona outside the metro areas of Phoenix and Tucson.

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(928) 726-9470