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Tradition

Cover & Rossiter July Newsletter

 
Happy summer to all of our clients, friends and associates. We hope you enjoy our July issue of Tradition. We welcome your questions and comments about any of the topics in this newsletter. Our goal is to become your leading financial resource, and we hope you will find the information helpful. If you have any financial concerns or questions that you would like addressed, we'd love to hear from you! Please don't hesitate to contact us directly.    

In this Issue:

Financial Statement Changes Coming

           Pete Kennedy, CPA


By the time this appears in print, the FASB should have issued its exposure draft on changes to nonprofit financial statements. The changes that are being proposed would be the most significant in 20 years. 

[Editor's Note: The FASB issued the exposure draft referenced in this article on April 22, 2015.]

Tax Implications for Retiring Overseas


Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications because not all retirement country destinations are created equal. Here’s what you need to know.







 

Start Planning Now for Next Year's Taxes


You may be tempted to forget about your taxes once you’ve filed your tax return, but did you know that if you start your tax planning now, you may be able to avoid a tax surprise when you file next year?

That’s right. Now is a good time to set up a system so you can keep your tax records safe and easy to find. Here are six tips to give you a leg up on next year’s taxes:




 

Looking Ahead

 
Have you experienced a major event in your life or changed your address? If so, please contact your Cover & Rossiter advisor so that we can be sure to provide you with the best advice and uninterrupted service. You can also update your information here.
 

Copyright © 2015 Cover & Rossiter, All rights reserved.


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