CPA Client Bulletins
Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver acceptable returns from the volatile assets, as well as fewer fluctuations along the way from the stable assets.
What’s Inside
- Tax-Wise Portfolio Rebalancing
- Social Security Strategies That Still Work
- With Retirement Plans, SIMPLE May Be Better
- Tax Calendar
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CPA Client Bulletins
IRS data indicate that fewer than 1% of all individual income tax returns are audited each year. That’s true, but some taxpayers are more vulnerable than others. For starters, the IRS is more likely to audit taxpayers who report high incomes because that’s where larger amounts of underpaid taxes might be found.
What’s Inside
- Dealing With an IRS Audit
- Deciding About a Vacation Home
- ESOPs as Retirement Plans
- Tax Calendar
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CPA Client Bulletins
As of this writing, major U.S. stock market indexes are at or near record highs. This bullish run might continue…or it might end with a severe slide. Here are some strategies to consider.
What’s Inside
- Playing Defense as Stock Prices Soar
- Holding Down Premiums for Medicare Part B
- Safe Harbor 401(k) Plans for Small Companies
- Tax Calendar
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Community Events
David & Janet Meyer, Cathy Thomas, Natalie Manley & Alan La Veille, Tom & Chick Lancaster and Mary & Tom Lancaster attended the Great Chefs Tasting Party & Auction on Sunday, March 5, 2017 which benefited the Center for Disability Services (formerly UCP of Illinois Prairieland). This evening event took individuals back to the “Roaring Twenties” and included food sampling and entertainment, including Melvin seranading the crowd. A featured moment was the opening of the vault, just like when Geraldo Rivera hosted the opening of Al Capone’s vault, with hints being slowly revealed of what the vault package was and bidding on mystery prizes.
The Center for Disability Services aims to improve the quality of life for persons with cerebral palsy and other disabilities. CDS provides support and direct services to individuals and families impacted by the challenges of developmental disabilities, in addition to promoting community awareness and advocating for issues pertaining to those with developmental disabilities. Click the link below to view the fun filled photos from the event.
https://wrdr.com/cds-2017-great-chefs-tasting-party-auction/
WRDR News
On WRDR Super Saturday, March 4, 2017, a facebook voting contest was held. The East Side was given the color white and chose a theme of Got Milk. The West Side was given the color black and chose a theme of The Wild West. Facebook friends voted that day and the East Side won! A special lunch will be provided to them during the week. Thanks to all that were able to vote! Click the link below to view the funny photos.
https://wrdr.com/wrdr-super-saturdays-march-4th-2017/
