Dear Clients and Friends:

If you want to save real money on your taxes and
increase your overall bottom line, Now is the Time to
consider and take action of the following:

Get your record keeping in order, waiting till after year
end will make it nearly impossible to take advantage of
certain actions that must be taken before the end of
your tax year.

How often should you be preparing financial
statements?

When does it make sense to pass on the record
keeping functions?

Know the benefits of the form of your businesses
tax/legal status. Why should you stay a sole proprietor,
corporation, partnership, LLC or other forms?

Selecting the correct Entity type will have significant
tax and other consequences that will affect your
wealth, consistent with your particular fact pattern.

Who should own the assets used in your business?

When does it make sense to employ family members?

How to maximize employee benefits to attract and keep
quality team members?

Why a Keogh Plan may not be your best retirement
plan?

When does it make sense to own versus lease
business assets?

What are the tax benefits of home ownership versus
the economics of  renting?

When should you sell that stock that has lost its value,
or hang on to it?

Are these expenses tax deductible?

How often should I consult with my tax and financial
professional CPA?

When should I use a CPA over a bookkeeper?

When is it prudent to employ an attorney over a CPA?
The above is not all inclusive of the considerations all
business people are faced with, but, if you have
questions about them or any other unanswered
questions, we are here to help you now.

Sincerely,
B. Joe Rosa

Email:

joe@bjoerosa.com

Everyone needs a reliable business partner. Contact Joe for all of your
tax or accounting needs.

Panforte diSonoma, Chocolate
B. JOE ROSA, JR., CPA
Tax Planning
Our Mission: SAVING YOU MONEY
IS OUR BUSINESS!
SAVING YOU MONEY
IS OUR BUSINESS
Contact us:
800-223-6184
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