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Greenstein Rogoff Olsen & Co., LLP
Weekly Wealth Building Tips Issue #120
October 29th, 2007

 

in this issue...
  • GROCO in Top 50 Best Managed CPA Firms
  • Succession Planning for Business Owners
  • 2008 Inflation Adjustments Widen Tax Brackets
  • Pension Plan Limitations for 2008

  •  
    Succession Planning for Business Owners

    "How can I arrange for the transfer of my business when I retire and yet be able to keep peace in the family?" That's a common question asked by owners of successful businesses when the time comes to turn over the reins to the next generation.


     
    2008 Inflation Adjustments Widen Tax Brackets

    For 2008, personal exemptions and standard deductions will rise, tax brackets will widen and workers will be able to save more for retirement, thanks to inflation adjustments announced today by the Internal Revenue Service.


     
    Pension Plan Limitations for 2008

    The Internal Revenue Service today announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2008. Section 415 of the Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans.


     

    IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in this document.


     
    GROCO in Top 50 Best Managed CPA Firms
    A "best of the best" list just released from industry publication Inside Public Accounting (IPA) recognizes 25 U.S. accounting firms for their "wise management and superior operational performance."

    "Best of the Best firms represent the top 25 in the nation who are pushing the right buttons and pulling the right levers to move the entire firm to a recognized level of excellence," said Michael Platt, IPA publisher.

    Read On...
     


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