Moceri Minute – December 7, 2017

                 Moceri Minute   It’s time! Now is the time to review your accounting records to determine who you will need to issue a Form 1099 to for 2017. You need to issue a 1099 for payments made in excess of $600 to an attorney, rent, nonemployee...

Moceri Minute – November 16, 2017

                 Moceri Minute   Gifting: The 2018 annual gift tax exclusion will increase next year to $15,000. You will be able to give up to $15,000 apiece to a child or any other person free of gift tax and without having to tap your $5,490,000 estate and gift tax...

Moceri Minute – November 9, 2017

                 Moceri Minute   Did You Know: Tapping an IRA before age 59 1/2 to pay higher education costs is penalty-free. Expenses covered under this exception are college tuition, textbooks, supplies and the cost of room and board for students enrolled at least...

Moceri Minute – November 2, 2017

                 Moceri Minute   There is still time to register for the November 15 or November 16 seminars: How to Maximize your Social Security Please join us to more about identity theft and how to protect yourself and your family. The seminar on the 15th will be...

November 2017 Tax Alert

                 Moceri Minute   FYI- Instead of our monthly Tax Alert, we are mailing out the Annual Tax Planning Letter for 2017.  We cannot issue this newsletter online due to copyright issues. If you are interested in receiving the Annual Tax Planning Letter,...

Moceri Minute – October 19, 2017

                 Moceri Minute   It’s tax planning time!  You have a few months left to change the 2017 income tax outcome. Please contact our office to discuss the many tax saving ideas that you can implement now to save you tax dollars in the...

Moceri Minute – October 12, 2017

                 Moceri Minute   Reminder! Just a reminder all Individual Income Tax Returns for 2016 are due on Monday, October 16, 2017. Please contact our office immediately if you have not filed your return and would like our...

Moceri Minute – October 5, 2017

                 Moceri Minute   Registration is now open for our upcoming seminars, “Financial Planning in the Shadow of Dementia“.   These seminars will take place on October 18, 2017, at Ike’s Restaurant in Sterling Heights and on October 19,...