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Tax Planning Newsletter | December 2009
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In This Issue
Did You Know? Tax Planning is a critical part of being efficient from a cashflow perspective, as well as meeting your longer term wealth building objectives. About the author. Paul Sinaly, CPA, MBA is the founder of P. Sinaly, CPA, P.C. and has recently formed a strategic partnership with the partners of Barry J. Kay & Co., Certified Public Acountants located in Great Neck N.Y. Paul has advised high net worth, professionals and business owner clients for over 20 years. He has participated in a number of public speaking engagements on a variety of tax, accounting and advisory topics and has extensive industry and commercial lending experience. |
Greetings {First_Name} I welcome you to read all three articles on Tax Planning. December is an important month for this internal review with your CPA and you. If you are in the client business, ask if they are in the process of completing this to understand your clients needs better. If you are the client, ask yourself the question on how involved are you and your CPA with your own Tax Planning Process. It Begins with Information......
December is a month to orchestrate tax planning for your business and it all begins with information. Separate your thoughts into short-term, within the year or month, and longer term actions to be taken. To accomplish this efficiently, you will need a very 2009 Depreciation Tax Benefits will expire.
Typically, when you are evaluating a clients Capital Expenditure plan Estates & Trusts: Points for the month.
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Barry J Kay & Co. | 516-487-9500 barryjkaycpas.com or yournycpa.com 17 Maple Drive Great Neck, N.Y. 11021 |
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