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MJM Internal Newsletters - 2003

January 2003
Due Dates; The Web Isn't Only for the Young; New Rates for 2003; Dynasty Trusts. 

March 2003
The Marriage Penalty; What is the Alternative Minimum Tax?; Websites on Your Favorite Charities; Premium Only Plans (POPs); Flexible Spending Accounts (FSAs); Medical Savings Accounts (MSAs); Planning for Incapacity With a Durable Power of Attorney. 

April 2003
IRS Liberalizes Home Sale Gain Recognition Rules; Retirement Planning for 2003; Interesting Websites; IRS Relief for Missed IRA and Pension Rollover Deadlines; Use Donor-advised Funds for Controlled Charitable Giving.

May 2003
"Dirty Dozen" Tax Schemes and Scams; The Deemed IRA; The Dependent Parent Exemption; Second Marriage Estate Planning.

June 2003
The "Fully Insured" Retirement Plan; Selecting a Guardian for Your Minor Children; Your Chances of an IRS Audit; Retaining Key Employees.

July 2003
Save Taxes with Home Equity Loans; Tax Calendar; Selecting a Retirement Plan Beneficiary; Thinking About a Student Loan?; Your Executor's Tax Responsibilities.

August 2003
The Jobs and Growth Tax Relief Reconciliation Act of 2003; Testamentary Letters Provide Timely Guidance; Annuity Payout Options; Financial Website for Women; Life Insurance Strategies for Individual and Business Owners; Business Equipment Incentives.

September 2003
Tax Planning for Mutual Funds; IRS Update; Interesting Investment Website for Dividend Information; Increased Depreciation Limits for Business Vehicles; Adoption Credit and Income Exclusion Provide Financial Assistance; Setting Investment Goals.

October 2003
Substantiating Travel and Entertainment Expenses; Tax Calendar; Funding College Expenses with IRA Distributions; Interesting Websites; Charitable Contributions 101; Penalty-free IRA Withdrawals for First-time Homebuyers.

November 2003
Year End Tax Planning

December 2003
Employing Family Members; Recognizing Losses on Worthless Securities; Toyota Deduction; Interesting Website; Forming a Nonprofit Entity; Avoiding Unexpected Taxes and Penalties from 401(k) Plan Loans.


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