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Advice from the experts: Read the August Client Information Bulletin

IN THIS MONTH'S ISSUE: Five Big Tax Penalties to Avoid Should You Hire Boomerang Employees? The Rules for PALs Are Not Friendly Cutting Down Stress at Work How to Bridge the Retirement Gap Facts and Figures           Image courtesy of Serge Bertasius Photography at FreeDigitalPhotos.net Read more

Tax Tips for Newlyweds

www.ssa.govLooking for a gift to give after all those June weddings? How about some solid tax advice for the newlyweds? Taxes may not be top-of-mind for most new couples, but there are some important tax issues they should be aware of, so the IRS put together the following set of tips. •    New names? Whether one of the spouses takes the other’s name or not, the names and Social Securities on their tax return must match their Social Security Administration records ... Read more

Welcome to the July 2016 issue of The Wealth Architect

As that annoying expression goes, "Hot enough for ya?" Did you know? There are many countries which have their Independence Day during the month of July. These include the United States, Belarus, Venezuela, Argentina, Belgium, the Bahamas, and the Maldives. The national days for France and Canada occur in July as well. There is plenty more to learn by reading The Wealth Architect. As always, if you have any questions or concerns, please feel free to contact us. IN THIS MONTH'S ISSUE: Mid-Year ... Read more

It’s not just for clients: The July Client Information Bulletin

IN THIS MONTH'S ISSUE Seven Tax Moves in the Summertime Finding the Next Big Thing Tax Angles on Wash Sales 10 Bad Reasons Why Good Employees Quit How to Stretch Out Estate-tax Payments Facts and Figures READ IT NOW: Client Information Bulletin - July 2016     Read more

Boomers, It’s Time to Spend-and Pay Taxes on-Your 401(k)

A generation crosses a magic finish line and finds the IRS waiting. Here are some tips to minimize the bite. What the IRS giveth, the IRS taketh away. At age 70½, the bill comes due on all those tax-deferred savings accounts we've been building, and this week the oldest baby boomers will begin to reach that finish line-with many millions more to follow.Those waves of retirees will be required to start pulling money from their IRAs and 401(k)s. Following an Internal Revenue ... Read more

Wishing you a safe and a happy July 4th!

Freedom does not come for free. It has to be fought for and conquered. On this 4th of July may your hearts be filled with love for your nation, compassion for your fellow Americans and the determination to work hard to make this country better than it already is. Wishing you a safe and a happy July 4th! Read more

“Required Summer Reading”: The June issue of The Wealth Architect

Dear Friends, Welcome to the June 2016 issue of The Wealth Architect. With the arrival of summer, it's time to add fresh air, a bit more relaxation and a dose of financial knowledge to your days. Make this issue of The Wealth Architect a part of your "required summer reading." "Summer is a promissory note signed in June, its long days spent and gone before you know it, and due to be repaid next January." ~ Hal Borland Sincerely, The Professionals at ... Read more

Stay Safe and Healthy This Summer

We are happy to share this information from the Centers for Disease Control and Prevention. As we welcome the start of summer on Monday, June 20th, temperatures are rising and days are getting longer. It is summertime once again. Here are some tips to help make your summer the best, and healthiest, one yet. We encourage you to share this email with your friends, family, colleagues and neighbors. Grill and Chill Whether you prefer burgers off the grill or a picnic in ... Read more

You have questions…we have answers

Read the June 2016 issue of the Client Information Bulletin This month's articles: Big Benefits of Buy–Sell Agreements IRS Issues Warnings on 2016 Tax Scams When Are Noncompetes Enforceable? Camping Out for a Tax Credit How to Inject Cash Into Your Business Facts and Figures     mage courtesy of Stuart Miles at FreeDigitalPhotos.net Read more

Armao LLP Commemorates Memorial Day

On thy grave the rain shall fall from the eyes of a mighty nation! ~ Thomas William Parsons Although no sculptured marble should rise to their memory, nor engraved stone bear record of their deeds, yet will their remembrance bears lasting as the land they honored.~ Daniel Webster They fell, but o'er their glorious grave floats free the banner of the cause they died to save. ~ Francis Marion Crawford     Read more
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