April 2012, Financial Peace of Mind Newsletter, Volume 3

April 2012 The April 2012 Financial Peace of Mind Newsletter features articles from the Cassady Schiller Emerging & Established Wealth and Tax teams. Janie Evans discusses deducting real estate activity losses, while Karen Keller reminds 401K sponsors of the consequences of not making timely employee elective deferral contributions.

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March 2012, Financial Peace of Mind Newsletter, Vol. 2

March 2012 The March 2012 Financial Peace of Mind Newsletter features articles from the Cassady Schiller Emerging & Established Wealth and Tax teams. David Cassady discusses the temporary opportunities to transfer wealth tax-free provided by Lifetime Gift Exemption. while Mike Hawkins reminds businesses of the vast opportunities presented by local, state, and federal tax incentives. Jeff Stautberg

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February 2012, Financial Peace of Mind Newsletter, vol 1.

Financial Peace of Mind, Vol 1. The February 2012 Financial Peace of Mind Newsletter features articles from the Cassady Schiller manufacturing and tax teams. John Eberhart discusses the benefits of warehouse management solutions, while Brian Stautberg reminds businesses what records they will need to retain to substantiate travel and entertainment expenses. David Cassady also introduces the Emerging & Established Wealth group.

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November 2011, Newsletter

CSA Newsletter Here’s an innovative way for business owners to increase productivity. By properly structuring 40-hour work shifts, companies can schedule a 60-hour workweek without the need for a second shift, and without the expense of overtime wages. When incoming business strains production capacity, it’s a natural impulse for many employers to add a second shift. Second

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October 2011, Get an Early Start on Planning

As we rapidly approach the end of the year, it is impossible to over emphasize the importance of tax planning.  Taxpayers are always looking for savings opportunities during March and April, but many opportunities for tax reduction rely on planning and strategy throughout the year.  With the year already more than half over, time is

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