Newsletters & Tax Updates

The world of finance and taxation is constantly evolving and at Myers & Company, we utilize many outside resources to provide you with the most contemporary information available.

Below are important tax topics and recent copies of our newsletter:

Newsletter – August

AUGUST 2017   Your HSA as a retirement tool – the facts   Health Savings Accounts (HSAs) are a great way to pay for medical expenses, and since unused funds roll over from year to year, the account can also provide a source of retirement funds in addition to other plans like 401(k)s or IRAs.

Newsletter – July

JuLY 2017 Tax-free income Yes, that’s correct, there are some forms of income you receive that may be tax-free. Here is a list of eight common sources of tax-free income. Gifts. Gifts you receive are not taxable income to you. In fact, they are not subject to gift tax to the person giving the gift

Newsletter – June

June 2017   Tax deadlines for June June 15 Second quarterly installment 2017 individual estimated tax due Second quarterly installment 2017 estimated tax for calendar-year corporations due Individual tax filing deadline for U.S. citizens living or serving in the military overseas Keep your audit fears in check Getting audited by the IRS is no fun.

Newsletter – May

MAY 2017   Tax deadlines for May   May 15 – Deadline for calendar-year exempt organizations to file 2016 information returns   May 31 – Deadline for IRA, SEP, SIMPLE, Roth IRA, MSA, and education savings account trustees to file annual statements (Form 5498) with the IRS, with copies to participants     Schedule your