Summer 2013 Client Update

Dear Client,

We have posted the SUMMER 2013 CLIENT UPDATE on our website.
Here are a few headlines from that issue. To read any of
these articles, click on the link at the end of this e-mail.

GIVE YOUR CHILDREN A GOOD FINANCIAL EDUCATION
Financial illiteracy appears to be rampant in the younger
generation. The same kid who is adept at using a smartphone
or iPad may have trouble with basic math skills, balancing
a checkbook, or managing money.

RECORDKEEPING: HOW TO GET ALL THAT PAPER UNDER CONTROL
It’s spring cleaning time, and that includes your tax paperwork.
While it can get a bit confusing, there are some general guidelines
that you can follow.

SIX MISTAKES TO AVOID IN SELLING YOUR BUSINESS
Most entrepreneurs eventually think about selling their businesses,
whether as a prelude to retirement or to pursue other activities.
In doing so, they often underestimate the effort required for a
satisfactory outcome and overestimate the value and salability of
their enterprises.

FOREIGN ASSETS MAY REQUIRE TWO FILINGS
Do you know where your money is? If some of it is offshore, you might
have tax reporting responsibilities. Here are two.

Just click on the link below to read the full articles.
http://www.planningtips.com/Planning_Tips.asp?Co_ID=128976&Tip_ID=424