January 2012 CPA eNewsletter
January 10, 2012 by Ira Warhaftig
E-CPA – January 2012
BROUGHT TO YOU BY WARHAFTIG & ASSOCIATES, CPA
INSIDE THIS ISSUE:
1. WARHAFTIG & ASSOCIATES, CPA Update
2. Important Dates – Mark Your Calendar
3. Annual Financial Education Conference
4. Creating Financial Resolutions for the New Year
5. Podcast: Having a Tax Planning Checklist
6. Five Mistakes People Make in Choosing a Tax Preparer
7. Bank or Credit Union?
8. Tax and Other Financial Considerations After a Natural Disaster
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1. WARHAFTIG & ASSOCIATES, CPA UPDATE.
Please remember, if you are in need of any financial and/or tax advice during the course of the year, feel free to call to make an appointment.
It is that time a year again…over the next few weeks, you will be receiving a number of tax documents in the mail for you to prepare your tax returns. Other than tax statements from stock and mutual fund companies, all other tax documents must be placed in the mail no later than January 31, 2012. Remember to wait until you have received everything before calling for an appointment. If you are unsure of what you had last year, please feel free to call.
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2. IMPORTANT DATES – MARK YOUR CALENDAR
Did you have a “side job” during the course of the year? If so, you might owe taxes come tax season…find out if you need to make an estimated tax payment remember that they are due on January 15th. Also, if you paid someone more than $600 during the course of the year for your business, you will need to send them a 1099-MISC. If you need assistance in preparing this, please feel free to call. These must be sent out prior to January 31, 2012.
Moving from one job to another, do you want to move your 401k but need some advice on how to move it, or even where to move it to, call for a consultation.
Please call if you have any questions or concerns.
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3. Annual Financial Education Conference
The annual “Do It Herself: A Journey to Financial Freedom” conference for women is being held on Saturday, January 28, at Caldwell College. Featuring CNBC’s Sharon Epperson, conference topics include Estate Planning, Budgeting, Investing, Understanding Your Credit Score, Tax Tips and more.
http://moneymattersnj.com/resources/event.cfm?eventid=107
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4. Creating Financial Resolutions for the New Year
With the New Year here, now is the perfect time to make some financial resolutions to help you ring in 2012 with confidence. While increasing savings and decreasing spending are always important goals and a great place to start, don’t feel like you have to stop there.
http://www.moneymattersnj.com/story.cfm?SID=15544
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5. Podcast: Having a Tax Planning Checklist
How many times have you asked yourself, “Have I got EVERYTHING I need to do my taxes?” This podcast covers all the data you might need and what you should do with it.
http://www.moneymattersnj.com/story.cfm?sid=14577
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6. Five Mistakes People Make in Choosing a Tax Preparer
It’s important to choose a tax preparer who really knows his or her stuff. Here are common mistakes people make along with some helpful solutions.
http://www.moneymattersnj.com/story.cfm?sid=15541
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7. Bank or Credit Union?
Before you move your money from one to another, it’s important to understand the differences between banks and credit unions.
http://www.moneymattersnj.com/story.cfm?SID=15543
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8. Tax and Other Financial Considerations After a Natural Disaster
If you were affected by a natural disaster in 2011, you should be aware of Internal Revenue Service rules on casualty losses, as well as other financial considerations.
http://www.moneymattersnj.com/story.cfm?sid=15542
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E-CPA is a monthly email publication provided by
WARHAFTIG & ASSOCIATES, CPA
64 Hickory Court
Jamesburg, NJ 08831
(732) 521-3694
