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Cons and Pros of Roth IRA's, Where to find Investment Income, Social Media for Business Owners, Tax Calendar
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 20152015MayClientBulletin_000.pdf 897.58K
Holding Stocks in Retirement Accounts, Finding a Low-Tax State, What Lower Oil Prices Mean to Your Company,Tax Calendar
April 20152015AprilClientBulletin.pdf 711.14K
Are Tax Refunds Good or Bad?, Seeking Safety in Long-Term Treasuries, Private Health Insurance Exchanges for Business Owners, Tax Calendar
March 20152015MarchClientBulletin.pdf 861.56K
Above-The-Line Tax Deductions, Dealing with Sequence Risk, Turn Relatives into Employees to Reduce Taxes, Tax Calendar
February 20152015FebruaryClientBulletin.pdf 771.50K
Renting Versus Buying a Home, Income Annuities in Employer Retirement Plans, When Workers Are Independent Contractors, Tax Calendar
January 20152015JanuaryClientBulletin.pdf 671.17K
Creat a Personal Cash Flow Statement, Tax-Free Roth IRA Conversions, New Year's Resolutions for Business Owners, Tax Calendar
December 20142014DecemberClientBulletin.pdf 694.57K
New Regulations Bolster Longevity Annuities, Global Funds Versus International Funds, Be Wary of Accumulated Assets, Tax Calendar
November 20142014NovemberClientBulletin.pdf 759.88K
Year-End Investment Tax Planning, Year-End Charitable Tax Planning, Year-End Family Tax Planning, Year-End Retirement Tax Planning
October 20142014OctoberClientBulletin.pdf 665.83K
Planning Retirement Income, As Collectibles Boom, Selling Can Be Taxing, S Corporation or LLC?, Tax Calendar
September 20142014SeptemberClientBulletin.pdf 530.00K
Passive Investing is Moving Up, Inherited IRAs in Bankruptcy, Deducting Foreign Business Travel, Tax Calendar
August 20142014AugustClientBulletin.pdf 911.42K
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 2014July2014_ClientBulletin.pdf 819.26K
Be Sure About Rental Car Insurance, Deductions for Dining Out, Tax-Free Income From Renting Your Home, Tax Calendar
June 2014June2014ClientBulletin.pdf 747.67K
The Risks of Riskless Investing, How Inherited Assets Differ From Gifts, Prime Points for Your Buy-Sell, Tax Calendar
May 2014May2014_ClientBulletin.pdf 465.17K
Liquid Alts Move Into Mainstream, Mixing Annuities and IRAs, Making Expense Accounts Accountable, Tax Calendar
April 2014April2014_ClientBulletin.pdf 937.89K
Is it Time to Trim Stocks?, Supreme Court Bolsters Beneficiary Rights, Business Owners Get More Bang From Flex Plan Bucks, Tax Calendar
March 2014March2014_ClientBulletin.pdf 456.61K
Juggling Appreciated Assets and Bequests, Learning About Mutual Fund Share Classes, Estimated Taxes for Business Owners, Tax Calendar
February 2014February2014_ClientBulletin_000.pdf 774.56K
SEP Plans Go Separate Ways, Mixing IRA Distributions With Social Security, The "Other" April 15 Deadlines, Tax Calendar
January 2014January2014_ClientBulletin.pdf 625.86K
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.