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 – November

November 2017 Year-end tax checklist As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you don’t miss an opportunity before the year is out. Retirement distributions and contributions. Make final contributions to your qualified retirement plan, and take any required minimum distributions from your

Newsletter – October

OCTOBER 2017 Tax Filing Reminders October 16 – Filing deadline for 2016 tax returns for individuals or corporations if you requested/received a six-month extension. Pay taxes due by this date. Deadline to recharacterize a Roth IRA to a Traditional Deadline to fund your Keogh or SEP plans if you requested a filing extension. How to

Newsletter – September

September 2017 Tax Filing Reminders September 15 – Third quarter installment of 2017 individual and corporation estimated income tax is due. S corporations: Filing deadline for 2016 tax returns for S corporations that requested/received a six-month extension. Partnerships: Filing deadline for 2016 tax returns for partnerships that requested/received an automatic six-month extension. Electing large partnerships:

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.