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Contact us to get on the road to financial security.

PFS NAPFA Focus On Fiduciary Fee Only AICPA FPA Member

News 

2010 July 2 Closing-date for home credit extended to Sept. 30 

2010 April - June Market Review

June 26, 2010 the Chicago Better Business Bureau offers free shredding and electronic recycling.

IRS will provided additional guidance for tax-exempt organizations with less the $25,000 gross receipt that did not meet the May 17, 2010 filing deadline.

IRS is mailing out postcards to small businesses to make them aware of the recently-enacted health care tax credit 20100419

IRS has phone number to check status of 2009 stimulus payment - web based link coming March 23, 2010 

March 3, 2010 the President signed the extension of the unemployment benefits and the COBRA 65% subsidy 

Tax Court allows losses of member who materially participated in mangement, passive activity loss limits not applicable

"What You Need To Know:  New Credit Card Rules"  starting February 22, 2010

Haiti Relief cash or check contributions paid in 2010 can be deducted on 2009 tax return

Homebyers Tax Credit Instructions for Form 5405

Homebuyers Tax Credit Form 5405

2010 Key Income Tax Numbers

 

 

 

 

 

 

 

 

 

 

 

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