The 2015 edition of the R.D. Barnett Year-End Tax Planning Guide is very similar to the 2014 edition. “Why is that?” you may ask. Well, similar to last year, Congress continues to display its deeply divided partisanship by focusing more on politics and rhetoric than addressing meaningful tax legislation. Consequently, taxpayers and professionals are once again left in the difficult position of guessing if Congress will extend the numerous provisions that expired at the end of 2014.

We’ve learned over the last few years that...


Open Enrollment 2016 rates from Premera blue cross for Individual and families

Give us a call for more information or to set up a health insurance plan, we can also help with buisness group health plans.

 


Winter is around the corner and NOW is a good time for your policyholders to start preparing. That chill in the air means furnaces that have been idle for many months are turned on, space heaters are pulled out of closets, and fireplaces become active heating sources. 

Here are several tips your policyholders can use to stay warm and stay safe:

 

 

  • ...

Here are 10 reasons why many parents and grandparents have selected 529 college savings plans to help invest for their loved ones’ future college expenses.

1| PAY FOR MORE THAN JUST TUITION

Withdrawals can be used for any qualified higher educationexpense, including tuition, mandatory fees, supplies, booksor other required equipment, and room and board, if thebeneficiary...


A complete checklist for improving data privacy and security practices would vary from industry to industry and from state to state, but certain data privacy and security good practices apply to all organizations. For example, covered entities and business associates in the healthcare industry must comply with HIPAA and related Privacy and Security Rules. Outside healthcare, organizations often have other federal or state laws with which to comply. The good practices outlined below were selected because they can often be implemented without a large budget but provide significant benefits.

For the habitational industry collecting credit information on client applications or...


Protecting your Business

As a business owner, you are faced with many challenges when it comes to running a successful business enterprise. Without proper planning the premature death of a business owner may result in assets being liquidated, the business being sold or the business becoming a burden on family members.

If your goals are to:

  • Fund a buy-...

Renter’s insurance can cost your tenants as little as $10-20 per month and could save you as the landlord thousands in claims, out of pockets expenses and insurance rate hikes.

A typical Renter’s insurance policy covers property for the tenant’s belongings, emergency housing and moving expenses plus liability insurance which can serve as the primary insurance coverage in some claims.  A claim you or your insurance company could end up...


What is Umbrella Coverage?

An “Umbrella” policy is a separate liability policy that provides an extra layer of protection over and above an existing insurance policy. The umbrella policy works like a safety net covering over and above the underlying policy limits when they have been exhausted.  Due to the litigious nature of our society, having an umbrella policy in place is very important...


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