ARTICLES
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• Put Your Tax and Financial House in Order

 • Make Time For a Year-End Tax Review

 • Are You Prepared For These Common
   Business Problems?

 • Scams Against the Elderly:
   Know the Danger Signs

 • Individual Retirement Plans

 • Self Employment Retirement Plans

 • Tax Benefits of Corporate Retirement
   Plans

 • Maneuvering the Corporate
   Retirement Plan Maze

• Documenting your Business Travel and
   Entertainment Expenses

 • Maximizing your Travel and
   Transportation Deductions

 • Deducting Business Meals and
   Entertainment Expenses

 • Do Yourself a Favor by Filing
   Your Taxes

• Do I Need A CPA?

 • How to Save Money on Your Tax
   Preparation Costs

 • What To Do If You Can't Pay
   Your Taxes

• What To Do If You Haven't Filed
   Your Taxes
Make Time For a Year-End Tax Review
Time is running out for moves you can make to reduce your 2011 tax bill. Some actions to consider right now:

• Be sure to max out your 401(k) plan at work. This year you can sock away
   $16,500 ($22,000 if you're 50 or older).

• Establish a pension plan for your small business. You may qualify for a tax credit
   of up to $500 in each of the plan's first three years.

• Plan year-end purchases of new or used business equipment to take full
   advantage of the expensing limit of $500,000 for 2011. Purchases of new
   equipment (not used) can qualify for first-year 100% bonus depreciation.

• Get your investment records in order so you can make wise year-end sell
   decisions, either to rebalance your portfolio at the lowest tax cost or to offset
   gains and losses.

• Track down reinvested dividends for any stock sold in 2011. They'll add to your
   cost basis and reduce taxable gain or increase deductible loss on the sale.

If you'd like to discuss tax-cutting options that fit your particular situation, please contact us soon for a year-end planning review.