Fall 2013 Client Update

As Summer officially comes to a close and the Fall Season is upon us, the last quarter signals the need to assess revenue trends, analyze tax strategies, and revisit financial goals to ensure a strong close to the year.  Below you’ll find our 2013 Fall Newsletter and we’ve packed it with important updates, strategies and tools to help you in this quest.  We never tire of letting you know what a privilege it is to serve you and may this fourth quarter be one of your best ever, both professionally and personally.

MANAGE YOUR MAGI TO PRESERVE TAX BREAKS
How close to the edge are you when it comes to tax phase-outs? As you begin your fall tax planning, consider the effects of these benefit-limiting provisions, many of which are based on modified adjusted gross income, or MAGI.
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EMBEZZLEMENT: YOU NEED TO KNOW HOW IT WORKS AND HOW TO PREVENT IT
It has been said that if fraud were a country, it would be the fifth most productive country in the world. Whether this is true or not, fraud is responsible for crippling many businesses.
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DON’T GET TRIPPED UP BY A WASH SALE
Are you eyeing your portfolio with year-end investment loss harvesting in mind? Before you place those sell orders, take a moment to review the “wash sale” rules.
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DO YOU HAVE OBSOLETE INVENTORY?
Walk through most commercial warehouses and you’ll find products that have been collecting dust for months, even years. Tires that no one wants to buy, raw materials that are no longer used, tubes of caulking that are good for nothing but the dumpster, textbooks that college professors revised two years ago – all may be considered obsolete inventory.
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Just click on the link to read the full articles: Hall & Company CPAs Fall 2013 Newsletter