Archive | December 2012

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Holiday Hours

Our office will be closed on Tuesday January 1, 2013 to observe New Year’s Day. We will resume normal operation hours on Wednesday January 2, 2013. Happy New Year! Go back to our website

2012 Taxes- Filing could be delayed, Increased taxes due to AMT for 2012

We have been advising our clients that one of the most significant tax increases for individuals that may occur for 2012, not 2013, is the reduced Alternative Mininum Tax Exemption. Time is running out for Congress to act on this. The “AMT Patch” will subject many taxpayers to taxes for 2012 and may delay tax […]

Year-end Letter

Click here to read our Year-end letter that outlines the various tax issues to take into consideration before December 31. Please contact our office with any questions or concerns. Go back to our website

NOTICE – Address change for IRS Estimates

If you are paying a 4th Quarter 2012 federal estimate that is due January 15, 2013, the mailing address will be changed effective January 1, 2013. The new mailing address will be: P.O. Box 1000 Louisville, KY 40293-1000 If you plan to pay your estimate before December 31, 2012, please use the mailing address on […]

Part I: Organizing your documents

December: Organizing your documents– Let’s get started: – Go through all the documents you have together and complete as much of the information in the Personal Estate Inventory Spreadsheet (that was provided at our seminar). If you need a copy, please contact our office. – Decide how you would like to organize the documents that […]

Remember important deadlines in December!

As an individual or business, it is essential to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important tax reporting and filing data for individuals, businesses and other taxpayers for the month of December 2012. View the calendar here Go back to our website

Inherit Cash, not Chaos

A part of our role as trusted advisors is to help our individual and business clients become aware and understand important tax changes and how it may directly affect them. In an effort to meet this commitment, the firm held two seminars this week titled, “Inherit Cash, not Chaos.” The firm partners gave presentations on […]