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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 copyright@aicpa.org.  

May 2015
2015MayClientBulletin_000.pdf 897.58K
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Holding Stocks in Retirement Accounts, Finding a Low-Tax State, What Lower Oil Prices Mean to Your Company,Tax Calendar
April 2015
2015AprilClientBulletin.pdf 711.14K
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Are Tax Refunds Good or Bad?, Seeking Safety in Long-Term Treasuries, Private Health Insurance Exchanges for Business Owners, Tax Calendar
March 2015
2015MarchClientBulletin.pdf 861.56K
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Above-The-Line Tax Deductions, Dealing with Sequence Risk, Turn Relatives into Employees to Reduce Taxes, Tax Calendar
February 2015
2015FebruaryClientBulletin.pdf 771.50K
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Renting Versus Buying a Home, Income Annuities in Employer Retirement Plans, When Workers Are Independent Contractors, Tax Calendar
January 2015
2015JanuaryClientBulletin.pdf 671.17K
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Creat a Personal Cash Flow Statement, Tax-Free Roth IRA Conversions, New Year's Resolutions for Business Owners, Tax Calendar
December 2014
2014DecemberClientBulletin.pdf 694.57K
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New Regulations Bolster Longevity Annuities, Global Funds Versus International Funds, Be Wary of Accumulated Assets, Tax Calendar
November 2014
2014NovemberClientBulletin.pdf 759.88K
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Year-End Investment Tax Planning, Year-End Charitable Tax Planning, Year-End Family Tax Planning, Year-End Retirement Tax Planning
October 2014
2014OctoberClientBulletin.pdf 665.83K
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Planning Retirement Income, As Collectibles Boom, Selling Can Be Taxing, S Corporation or LLC?, Tax Calendar
September 2014
2014SeptemberClientBulletin.pdf 530.00K
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Passive Investing is Moving Up, Inherited IRAs in Bankruptcy, Deducting Foreign Business Travel, Tax Calendar
August 2014
2014AugustClientBulletin.pdf 911.42K
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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
July 2014
July2014_ClientBulletin.pdf 819.26K
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Be Sure About Rental Car Insurance, Deductions for Dining Out, Tax-Free Income From Renting Your Home, Tax Calendar
June 2014
June2014ClientBulletin.pdf 747.67K
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The Risks of Riskless Investing, How Inherited Assets Differ From Gifts, Prime Points for Your Buy-Sell, Tax Calendar
May 2014
May2014_ClientBulletin.pdf 465.17K
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Liquid Alts Move Into Mainstream, Mixing Annuities and IRAs, Making Expense Accounts Accountable, Tax Calendar
April 2014
April2014_ClientBulletin.pdf 937.89K
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Is it Time to Trim Stocks?, Supreme Court Bolsters Beneficiary Rights, Business Owners Get More Bang From Flex Plan Bucks, Tax Calendar
March 2014
March2014_ClientBulletin.pdf 456.61K
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Juggling Appreciated Assets and Bequests, Learning About Mutual Fund Share Classes, Estimated Taxes for Business Owners, Tax Calendar
February 2014
February2014_ClientBulletin_000.pdf 774.56K
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SEP Plans Go Separate Ways, Mixing IRA Distributions With Social Security, The "Other" April 15 Deadlines, Tax Calendar
January 2014
January2014_ClientBulletin.pdf 625.86K
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Alert: Five Years Later, Tax Lessons Learned, Benchmark Based Life Insurance & Annuities, Under-used Deductions for Business Owners, Tax Calendar

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