June 2012 CPA eNewsletter
June 13, 2012 by Ira Warhaftig · Comments Off on June 2012 CPA eNewsletter
E-CPA – June 2012
BROUGHT TO YOU BY WARHAFTIG & ASSOCIATES, CPA
INSIDE THIS ISSUE:
1. WARHAFTIG & ASSOCIATES, CPA Update
2. Important Dates – Mark Your Calendar
3. Webinar: Understanding Your Credit Score and Credit Report
4. Podcast: Travel Insurance
5. Long-Term Care Insurance
6. Home Parties and Direct Sale
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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.
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2. IMPORTANT DATES – MARK YOUR CALENDAR
Estimated Payments might be required by the IRS and the State if you owed money in the previous year. Don’t get caught with penalties and interest on your next year’s return when you don’t need to.
Please call if you have any questions or concerns.
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3. Webinar: Understanding Your Credit Score and Credit Report
Your FICO score: one simple three-digit number between 300 and 850 that could stand between you and a car loan or home mortgage. At this free webinar at June 21, learn how your score is calculated, where you can access it and how to interpret it.
http://moneymattersnj.com/resources/event.cfm?eventid=113
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4. Podcast: Travel Insurance
If you’re planning a getaway this summer, you’ll want to hear the advice New Jersey Society of CPAs member Douglas Schwartz, CPA, has to offer on travel insurance.
http://www.moneymattersnj.com/story.cfm?sid=15478
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5. Long-Term Care Insurance
Long-term care insurance pays for your care in many settings, such as at a home, nursing home, assisted living facility or adult day care, should you suffer from an illness or injury. Sounds like something only older people need to worry about, right? Wrong.
http://www.moneymattersnj.com/story.cfm?sid=15646
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6. Home Parties and Direct Sales
We’ve all been invited to home parties. It’s a fun way to hang out with friends, drink some wine and shop in a relaxed environment. Are you thinking about selling something, too? What will you sell? How do you know a business is legitimate so that you and your party guests won’t get ripped off?
http://moneymattersnj.com/story.cfm?SID=15645
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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
July 2011 CPA eNewsletter
July 11, 2011 by Ira Warhaftig · Comments Off on July 2011 CPA eNewsletter
E-CPA – July 2011
BROUGHT TO YOU BY WARHAFTIG & ASSOCIATES, CPA
INSIDE THIS ISSUE:
1. WARHAFTIG & ASSOCIATES, CPA Update
2. Important Dates – Mark Your Calendar
3. Smart Financial Steps for Unmarried Couples
4. Podcast: Travel Insurance
5. Understanding Mutual Fund Expenses
6. Child Off to College? A Checklist for Packing Money Management Skills
7. Prepare for Hurricanes, Disasters by Safeguarding Tax Records
===========================================================
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.
===========================================================
2. IMPORTANT DATES – MARK YOUR CALENDAR
If you need to make estimated payments, remember that they are due on June 15th,
September 15th and January 15th.
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. Smart Financial Steps for Unmarried Couples
U.S. Census Bureau figures show a recent increase in unmarried couples living together,
possibly due in part to job loss or other consequences of an uncertain economy. No
matter what brings them together, cohabiting couples have unique financial considerations.
http://www.moneymattersnj.com/story.cfm?sid=15471
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4. Podcast: Travel Insurance
If you’re planning a get-away this summer, you’ll want to hear the advice New Jersey
Society of CPAs member Douglas Schwartz, CPA, has to offer on travel insurance.
http://www.moneymattersnj.com/story.cfm?sid=15478
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5. Understanding Mutual Fund Expenses
Despite a surge of withdrawals during the height of past market uncertainties, mutual funds
still remain a popular investment option. If you are selecting a fund, it’s important to
understand the costs of investing, which may not always be immediately apparent.
http://www.moneymattersnj.com/story.cfm?sid=15469
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6. Child Off to College? A Checklist for Packing Money Management Skills
Among the books, computer, pens, towels and sheets your college-bound child takes to
school, remember to tuck in money-management essentials, too.
http://www.moneymattersnj.com/story.cfm?sid=15470
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7. Prepare for Hurricanes, Disasters by Safeguarding Tax Records
The 2011 hurricane season started June 1, and the Internal Revenue Service encourages
individuals and businesses to safeguard themselves against natural disasters by taking a
few simple steps.
http://www.moneymattersnj.com/story.cfm?sid=15462
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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