Tax Impact – January/February 2010 (Premier Issue)

Posted on: 01/06/2010

Tax Impact – January/February 2010 (PDF)

Peterson Sullivan’s quotes of interest from this season’s tax newsletter:

  1. “In today’s tough economy, every dollar counts. But many businesses lose out on thousands of dollars in tax savings every year by failing to claim tax credits to which they’re entitled…”
  2. “With ever-changing estate tax laws and the possibility that other unexpected situations may arise, it’s not unusual to be concerned about the strength of your estate plan…”
  3. “For many people, tax planning is something they don’t begin to think about until December… however, these tax payers often miss opportunities to increase their overall wealth…”
  4. “If you or someone in your family is looking for a new job, check with your tax advisor to see if the job search expenses are deductible and, if so, document them…”
  5. “If you have substantial balances in a traditional IRA, now’s the time to start considering a conversion to a Roth IRA…”

Peterson Sullivan provides tax, accounting, and business consulting services to a variety of clients including closely held businesses, publicly traded companies, nonprofits, auto dealerships, individuals, and many more. The following individuals lead our Tax Department: Jim Schneidmiller, John Smolke, Al Dunnell, Don Murphy, Chris Ebert, and Jack Pauw.

Please visit our company directory for links to their profiles.

Sign Up for Our Newsletters
  • Headlights
  • Profitable Solutions for Nonprofits
  • Public Company Insights
  • Tax Impact
Sign Up now
You have been signed up!
Thank you!
You must enter a valid
email address.
Careers at Peterson Sullivan
The people that come to work here, stay here. And they stay here because we try very hard to make sure Peterson Sullivan is a great place to work.
BenefitsCareer Opportunities