Rich Kane to Speak on QuickBooks 2016 Update

Annual update on the new features of QuickBooks® accounting systems

Our QuickBooks manager and Advanced QuickBooks ProAdvisor, Rich Kane, CPA, will present a QuickBooks 2016 update at the Illinois CPA Society Fox River Trail Chapter on Thursday, December 3, 2015.

Learn about the new features and functions in QuickBooks Desktop 2016, QuickBooks Online, and QuickBooks training options. Rich will compare the versions and show the screen interface changes you will need to be familiar with to support your business and/or your clients. Continue reading

Year-End Tax-Planning Tips, Updates & More

November 2015 General Client Newsletter

It’s not too soon to prepare!

The end of the year will be here before you know it. We recommend that you take the time before your holiday celebrations to begin thinking about your year-end tax planning.

A couple of articles in this month’s newsletter offer opportunities that you may be able to use in your year-end tax planning. Be sure to contact your tax professional to see which will work for you.

In this month’s issue:

Social Security Workshop, Tax Tips, Updates and More

October 2015 General Client Newsletter

Have Questions? We’re Here All Year!

Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or other important financial concerns. The good news is that we are available to you all year. We have a full-time, year-round staff of experts with extensive expertise in a broad range of financial areas. We’re ready when you are to take some time reviewing your financial situation, helping you understand your options and make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. So, give us a call to discuss your important financial issues whenever they arise.

In this month’s issue:

September 2015 Tax Scam Warnings, Tax Tips, Updates and More

September 2015 General Client Newsletter

It’s not too early to start planning…

We have a late Labor Day this year, and fall is right around the corner. Now might be a good time to plan for 2016 before the hectic holiday season hits. Whether it’s tax planning or other accounting needs, the professionals at Weltman Bernfield are available to help. Please don’t hesitate to contact us.

Upcoming Tax Deadlines…

Remember, the next tax deadline is September 15 if you are a calendar year-end business or trust and have extended your filings. Also, if you requested an automatic six month extension to file personal income tax returns, the deadline is coming up in October.

In this month’s issue:

Andrew Blank Receives CPA Designation

Andrew Blank, CPAWe are pleased to announce that Andrew Blank, CPA, having successfully completed all requirements, received his CPA designation.

Andy works in the Audit Department at Weltman Bernfield and is actively involved in the firm’s valuation engagements. He is a graduate of Albion College in Kalamazoo, Michigan, with a bachelors degree in Economics and Management with an emphasis in Accounting. Andy started his career at Weltman Bernfield in July 2013.

Congratulations, Andy!