December 2010 CPA eNewsletter

E-CPA – December 2010

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 Coming in January

4. Smart Ways to Save Money During the Holidays

5. Social Security and the Cost-of-Living Adjustment

6. Trim Your Taxes Before You Deck the Halls

7. Reminder: 2011 Financial Fitness Calendar Now Available

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1. WARHAFTIG & ASSOCIATES, CPA UPDATE

lease 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.
As the end of the year approaches, please make sure that any tax related items are taken
care of now, and not when it is time to file your taxes.

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2. IMPORTANT DATES – MARK YOUR CALENDAR
Remember, if you received the $7,500 tax “Loan” in 2008 for first time homebuyers, you
will have to begin paying this back starting in 2010. My advice is to locate your local
Congressman and start a letter writing campaign to have them overturn this.

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 Coming in January

The annual “Do It Herself: A Journey to Financial Freedom” conference for women is

being held on Saturday, January 29, at Caldwell College. Conference topics include

Investing, Organizing Financial Records, Estate Planning, Budgeting, Smart Debt

Management and more.

http://www.moneymattersnj.com/resources/event.cfm?eventid=81

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4. Smart Ways to Save Money During the Holidays

The holidays are a joyous – and potentially expensive – time of year. However, gift

giving doesn’t have to empty your wallet if you follow these simple tips.

http://www.moneymattersnj.com/story.cfm?sid=15155

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5. Social Security and the Cost-of-Living Adjustment

In October, the Social Security Administration announced that there will be no cost-of-living

adjustment for Social Security beneficiaries in 2011. What can distressed retirees do to

maximize or compensate for stagnant Social Security checks? A New Jersey CPA shares

his insights in the latest NJSCPA financial literacy podcast.

http://www.moneymattersnj.com/story.cfm?SID=15161

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6. Trim Your Taxes Before You Deck the Halls

April 15 seems so far away when you’re pulling the holiday decorations out of storage.

But doing some quick planning now could potentially lower your tax bill and give you

something to be extra thankful for next spring.

http://www.moneymattersnj.com/story.cfm?SID=15154

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7. Reminder: 2011 Financial Fitness Calendar Now Available

The New Jersey Society of CPAs is offering its 2011 Financial Fitness Calendar.

This FREE calendar is an easy-to-follow resource guide, complete with handy tips and tools

for improving your financial health. Request your free copy today!

http://www.moneymattersnj.com/resources/calendar.cfm

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64 Hickory Court

Jamesburg, NJ 08831

(732) 521-3694

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