Hi, Website Visitor. Here are your Articles for May 30, 2007.
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Rea & Associates, Inc. Announcements
You've Got Mail
April 15 has come and gone. The tax returns have been filed and the IRS is far from your mind. So what do you do when you get a letter from the IRS in the mail?
The Merger & Acquisition Train is Moving Full Steam Ahead
The merger & acquisition train is moving at its fastest speed since 2000. A record number of businesses will change hands in the next two decades as the baby boomers retire. If you're a boomer and want to sell your business to an outsider, this might be the best chance you have to maximize your price and after-tax proceeds before a planned or forced retirement.
Sometimes the only way to stop a snowballing problem is to go back to the top of the hill and find out what started it. If you're up to your eyeballs in credit card debt, take a step back and recount your money missteps. Knowing your weaknesses could help prevent you from falling back into the bad-credit pit and show you a way out.
Self-Directed Brokerage Accounts: The Good, the Bad & the Ugly
Self-Directed Brokerage Accounts (SDBAs) have quickly become the investment of choice in today's retirement plan industry. In fact, about 20 percent of all retirement plans now offer SDBAs. What's the buzz about?
Naming a Chief Energy Officer can help your company set up an energy policy and measure its return on environmental investment. A recent global survey showed that a majority of executives think their company should have this position. If you think your business could benefit, and want some tips on persuading managers of the need for an energy policy, click "Full Article."
We take great care in the preparation of our articles and announcements. We also have a process of reviewing articles when major changes take place. The business, legal and tax climate is constantly changing especially when reviewed on an industry basis.
It may be very important to consult with us or your Investment Advisor before implementing ideas contained in articles and announcements. Many ideas have complexities and nuances that cannot be adequately detailed in the articles or announcements. We are not responsible for errors, misinterpretations or omissions related to these articles or announcements. Nor are we responsible for the applicability to your personal, business or tax situation.
Pursuant to Circular 230 promulgated by the Internal Revenue Service, if this email, or any attachment hereto, contains advice concerning any federal tax issue or submission, please be advised that it is not intended or written to be used, and that it cannot be used, for the purpose of avoiding federal tax penalties unless otherwise expressly indicated.
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