At Shonsey, Placke, Maruska & Stava, P.C., we strive to provide our clients with information on topics of late breaking interest and prepare them to maximize the advantages of new developments.    Inside you will find information on the following subjects:

Available Issues:  March 2010 to July 2009 Newsletters
    March 2010 - Investing in Bonds
    January 2010 - Top 10 List of Tax Do's
    November 2009 - Borrowing from Your 401(k) Plan - the Good, the Bad, and the Ugly
    July 2009 - Lock In Those Business Deductions

Winter 2006 Newsletter
    Presidential Panel Recommends Extensive Changes to the Tax Code
    Section 199: A new Tax Break to U.S. Companies
    IRS Announces Improvements in Enforcement and Services in 2005

Fall 2005 Newsletter
    New Tax Incentives for Being "Green"
    From a "Step-Up" to a Step Back: The Return of Carryover Basis in 2010
    Giving Stock to Children, Saving on Taxes
    S Corporations Receive Greater IRS Scrutiny

Summer 2005 Newsletter
    New Bankruptcy Reform Law Offers Greater Retirement Plan Protection
    Exercise Caution When Exercising Incentive Stock Options
    GRATs:  A planning Tool For Business Succession
    UGMA/UTMA Transfers to 529 Plans
    Cash, Castles, Future Compensation—What’s the Value of Your Estate?   

Spring 2005 Newsletter
    Mutual Funds and Taxable Transactions
    Stretching an IRA into Future Generations
    QTIPs and Your Estate
    Retirement Plans Get a Boost for 2005
    Minimize the Risk of Identity Theft

Winter 2004 Newsletter
    American Jobs Creation Act Cuts Taxes, Closes Loopholes
    Your Legacy and Generation-Skipping Transfer Taxes
    Roth IRAs for Kids

Fall 2004 Newsletter
    The Expanding Reach of The Alternative Minimum Tax
    Growth Incentives For Business Owners
    "What Price Love?" Paying the Marriage Penalty
    The Working Families Tax Relief Act of 2004

Summer 2004 Newsletter
    A Vacation Home - Enjoy the Benefits
    Keeping Pace With Tuition Hikes
    The Power of Legal Protection

Spring 2004 Newsletter
    Ten Common Estate Planning Mistakes
    Spring Cleaning...Dust Off Those Tax, Financial, & Legal Documents
    IRS Update:  Expanded Enforcement On The Horizon

Fall 2003 Newsletter
    Using The 2003 Tax Act To Your Advantage
    Buying A Business?  Consider Every Angle-Especially The Tax Ones
    The Nuts & Bolts Of Required Minimum Distributions

Summer 2003 Newsletter
    Real Estate:  Is It The Best Investment Choice For You?
    This Time They're Serious - The IRS K-1 Matching Program
    Think Before You Buy Planning For Asset Purchases And Sales
    Highlights Of The 2003 Tax Act

Spring 2003 Newsletter
    What To Do When The IRS Calls (Or Writes)
    Keep 'Em Happy Develop Creative Compensation Strategies
    Practical Uses For Practical Trusts

Winter 2002 Newsletter
    Charitable Giving - Good For The Heart And Your 1040!
    Watch Out For Installment Sale Tax Traps!
    Time For Year-End Tax Planning
    They Lurk Everywhere...Those Nasty Hidden "Taxes"

Summer 2002 Newsletter
    Between A Rock And A Hard Place
    Mid-Year Checkup Promotes Financial Health

Spring 2002 Newsletter
    Accounting For Vacation Homes Is No Picnic
    Great News For Small Business
    Like Kind Exchanges - Still A Viable Tax Shelter

2001 Tax Law Summary

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