Services: Tax Planning and Preparation

How Long Should Records Be Kept?

During the past decade, the way some businesses handled their business records made the wrong kind of headlines. As a result, the retention of business records is now subject to increased scrutiny and, in some cases, increased regulation. The trend is for records be kept longer than previously. Proper record retention is not only a…

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Fiscal Cliff Tax Update – Learn What to Expect in 2013

GRF Tax and Business Valuations Director Walter Deyhle presents information on the American Taxpayer Relief Act of 2012, which was passed by Congress and signed into law by President Obama to avert the impact of significant tax hikes and federal spending cuts—commonly known as the “fiscal cliff”. This webinar addresses how the ATRA changed the…

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Working Overseas: Individual Tax Impacts 2012

Gelman, Rosenberg & Freedman Principal Kate Fisken discusses the tax issues faced by staff on overseas assignments and their employers at 2012 InsideNGO Taxation Management of US Expats Seminar. Topics include types of expatriate assignments, exclusions and how to manage employer risk.  

2012 Year End Tax Planning Seminar

In Gelman, Rosenberg & Freedman’s 2012 Year End Tax Planning Seminar, Director of Tax and Business Valuations Water Deyhle, CPA/ABV/CFF, MAFF discusses how best to plan for the numerous changes in the tax codes scheduled to occur at the end of 2012. Topic covered include: Changes in overall tax rates due to the expiration of the…

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2012 Year-End Tax Planning Letter

The taxes implemented by the affordable care act and the expiration of many current tax cuts bring a great deal of uncertainty to this tax season. Gelman, Rosenberg & Freedman’s 2012 Year-End Tax Planning Letter provides advice on how to manage your tax situation in light of these uncertainties and how to take advantage of…

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2012 Social Security Seminar

Walter H. Deyhle CPA, director of the tax and business valuation department at Gelman, Rosenberg & Freedman, presented at a complimentary social security seminar for the firm’s client’s on Tuesday, May 22. Among the topics covered were: Retirement benefit qualifications Steps to recover maximum benefits Strategies for single people, married couples, survivors and divorced individuals Medicare…

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2011 Mid-Year Tax Planning Letter

Gelman, Rosenberg & Freedman’s 2011 Mid-Year Tax Planning Letter provides pointers on how to save money on your taxes through advance planning. Advice about retirement plans, stocks that reduce your tax liability and various available credit is available. Download this letter and start planning how to derive the most benefits from our expert advice.

2011 Year-End Tax Planning Letter

Gelman, Rosenberg & Freedman provides expert knowledge on how to minimize your business and individual tax burden in 2011.  The year-end tax planning letter reviews recent tax changes and strategies to minimize your burden, such as switching deductions between tax years. Many additional tips are contained inside. Download this letter to start planning your taxes with our firm’s…

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2012 Payroll Tax Extension Special Report

On February 22, 2012 President Obama signed into law an extension of the employee-side payroll tax holiday that will extend the tax cuts through the end of 2012. This special publication details how the tax holiday will affect employers, the IRS and corporate tax estimations.  It also addresses some possible forthcoming changes to the tax…

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IRS Penalties: Running Afoul of the Tax Code Tax

IRS penalties:  Running afoul of the tax code The income tax system of the United States is essentially based on the notion of voluntary compliance. You are expected to report and remit the income you’ve earned and the corresponding taxes that are due to the government. If you don’t, or if you don’t comply on…

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