In this issue:

• Extender Bill Passes
• Peer-to-peer Lending Goes Public
• 2015 Standard Mileage Rates
• Getting Organized for 2014 Tax Filing

The Month of January:

• January 15th:
  • 4th quarter estimated tax payment due
• Action Items:
  • Start gathering 2014 tax information
  • Review 2015 W-2 withholdings
  • Set 2015 financial goals

With the flip of a switch, a number of tax provisions that expired at the end of 2013 are now back on for 2014 tax returns. Outlined this month is a list of the more common laws that have been extended for 2014, but are off once again in 2015. Also included are the mileage rates for use in 2015, a general interest article describing the increasingly popular peer-to-peer lending phenomena, and a quick recap of things to consider as you start gathering your 2014 tax records.

Should you wish to review your situation please feel free to call. Also feel free to forward this newsletter to someone who may benefit from this information.

In this issue:

• Last-Minute Tax Moves - There's still time
• Remember the Nanny Tax - Do you have a household employee?
• Word of the Year - Are you current with the New English?
• The Extension that Never Ends

The Month of December:

    Take final year-end actions:
    • Gifts
    • Capital gains/losses
    • Charitable giving
    • Dividend income
    December 24th: Last day of Chanukah
    December 25th: Christmas Day
    December 26th: Kwanzaa Begins
    January 15th: 4th Quarter Estimated Payments Due

In this issue:

• Don't Make this Mistake
  Caution with car donations
• Holiday Budgeting Ideas
• Time for a Credit Checkup?
• Breaking News:
  2015 Pension Contribution Limits

The Month of November:

•    Conduct Year-End Tax Planning
•    November 27th - Thanksgiving

In this issue:

• Preview of Some Key 2015 Tax Figures
• A Cheaper Hotel Stay
• Business Use of your Home
• A tax deduction under your nose?
• No Such Thing as a Free Lunch?

The Month of May:October 1st:

•     October 1st:  SIMPLE IRA plan establishment due
•     October 15th:  Extension tax return filing deadline
•     October 31st:  Halloween

In this issue:

• IRS Telephone Scams on The Rise
• Make Lists: Save Money
• When to Notify the Healthcare Marketplace
• Avoid a Premium Tax Credit bill at the end of 2014
• Is it Time to Step in?
• Aging and help with financial matters

The Month of May:

• September 1st: Labor Day
• September 15st: 3rd Quarter Estimated Tax Due
• October 1st: SIMPLE IRA plan establishment due

 School bells are ringing once again as summer draws to a close. This month's newsletter covers an array of topics from the recent warning of increased telephone scams by the IRS to helping identify when it is time to help parents with their financial management. Also included are circumstances when you need to make changes to your Healthcare Marketplace account and how to use the creation of lists to save money.

As always, should you know of someone who may benefit from this information please feel free to forward this newsletter to them.