Clues to help solve your financial and tax puzzles!

Monthly Archive July, 2010

Starting a new business? What about money spent before it opens?

July 29, 2010

Hi Leonard:
 I have performed a good amount of the research, but I still have a preliminary question for you.  If I (personally) purchase something essential for use for “the company”, do I have to wait until after I incorporate, or can it still be “worked into the mess”?  (i.e. computer, software, incorporation, legal fees, etc.)  [...]

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2011 Changes to Form W-2

July 25, 2010

Clients have been talking a lot about a change, which is a requirement for businesses to report the value of employer-provided health care benefits on their employees’ Form W-2. The requirement will take effect in 2011 and be reported in Forms W-2 issued in early 2012.
Notwithstanding some rumors to the contrary, the value reported will [...]

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Local Financial Services Professional Attends National Conference in New Orleans

July 22, 2010

 For Immediate Release                      
Contact: Leonard D. Rea
H.D. Vest Investment Services
Sturbridge, MA June 15, 2010 – H.D. Vest Advisor Leonard D. Rea of Sturbridge recently attended the 24th annual National Conference of H.D. Vest Financial Services®. The National Conference was held at the Sheraton New Orleans and Marriott New Orleans hotels in New Orleans, LA, June 7-10, [...]

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Continuing Education & Updates

July 15, 2010

In an effort to keep you informed I am going to post each time I attend an educational meeting.  I will either post something I learned that is new tax law or information that may be helpful to you.  I do need to tell you that I spend a lot of time at meetings to [...]

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Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
and his team, serving individuals and businesses in the Massachusetts area since 1986.

Leonard Rea, Sturbridge Taxman

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