Latest News

06 Dec Client Bulletin Select Dec 2017

What’s Inside

Pros and Cons of Asset Management Fees
Win With a Roth IRA Reversal
Year-End Thank You Gifts From Business Owners
Tax Calendar

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14 Nov CPA Client Bulletin Select Nov 2017

November 2017

What’s Inside

Uncertainty Hampers Year-End Tax Planning
Year-End Planning for Investors
Year-End Retirement Tax Planning
Year-End Tax Planning for Charitable Donations
Year-End Business Tax Planning
Tax Calendar

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11 Oct CPA CLIENT BULLETIN Select October 2017

What’s Inside

Prepare Your Kids for Financial Independence
New IRS Ruling May Rescue Estate Plans
Tax Court Approves 100% Business Meal Deduction
Tax Calendar
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15 Aug Smith Adcock Volunteering at the Atlanta Food Bank for the 2nd Year!

I am happy to announce we have secured a date for our volunteer project with Atlanta Community Food Bank on Friday, August 4th, from 9am – 12pm. We will be working at the food sorting facility, same place as last year for those of you that volunteered. We will be inspecting, sorting, and packing grocery items and health and beauty products for distribution to over 600 non-profit organizations in the Metro Atlanta and North Georgia Area. ACFB is an awesome organization, you can read more about it here: http://acfb.org/what-we-do

15 Aug CPA Client Bulletin Select August 2017

What’s Inside

College Costs Really Are Increasing Again
Start FAFSA Planning Earlier
Asset Allocation in 529 Plans
Outlining the Trump Tax Plan
How Small Business Retirement Plans Compare
Tax Calendar

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12 Jul CPA Client Bulletin Select July 2017

CPA Client Bulletin Select
July 2017

What’s Inside

Calculating Retirement Needs
Taxable Versus Tax-Deferred Accounts
Small Companies Can Do Well While Doing Good
Tax Calendar

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