Join us on Tuesday, November 16 for a Breakfast Briefing featuring Caroline Murphy, an enrolled tax agent specializing in small business and individuals, will discuss new tax law opportunities to improve the results of your 2010 tax return. And, she will review existing laws that may be applicable to you as a result of recession impacts on profitability and investments.
Caroline will discuss three checklists
• Five ways to save tax dollars this year • Things you must do before December 31, 2010 (or the end of your tax year) • Tax savings opportunities that result from bad economic times She will help you evaluate how the following might help you: • Tax benefits of the Hiring Incentives to Restore Employment Act (HIRE) • Tax effects and opportunities of the Federal Health Reform acts including health care tax credits • Changing you choice of business structure: LLC, Sole Proprietorship, S Corporation, C Corporation • How to make the most of Net Operating Loss (NOL) and preserve your rights • Whether you should act now to accelerate or defer expenses • Opportunities to increase deductions through improved recordkeeping, especially of gifts, meals and entertainment, and travel expenses • Actions to realize or defer capital gains and losses and strategies for the long-term optimization of net investment return • Health Savings Accounts (HSA) for medical expenses • Home offices and the allocation of their expenses
• Five ways to save tax dollars this year • Things you must do before December 31, 2010 (or the end of your tax year) • Tax savings opportunities that result from bad economic times
She will help you evaluate how the following might help you: • Tax benefits of the Hiring Incentives to Restore Employment Act (HIRE) • Tax effects and opportunities of the Federal Health Reform acts including health care tax credits • Changing you choice of business structure: LLC, Sole Proprietorship, S Corporation, C Corporation • How to make the most of Net Operating Loss (NOL) and preserve your rights • Whether you should act now to accelerate or defer expenses • Opportunities to increase deductions through improved recordkeeping, especially of gifts, meals and entertainment, and travel expenses • Actions to realize or defer capital gains and losses and strategies for the long-term optimization of net investment return • Health Savings Accounts (HSA) for medical expenses • Home offices and the allocation of their expenses
Cost is $15 for Chamber members and $25 for non-members. Reservations are required.
About Caroline Murphy
Dollars and Sense is a comprehensive tax and financial planning company lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with comprehensive tax and financial services. We specialize in tax planning and preparation, tax representation, and tax reduction strategies. We also offer retirement planning, wealth management, budgeting, forecasting, property analysis and proformas, incorporation, accounting consulting and other financial services. We offer corporate contract services which include proactive tax credit analysis, advice, quarterly financial review, strategy development, and representation. Caroline Murphy, founder and owner of Dollars and Sense, earned her Series 6, 63 and 65 securities licenses and is an Enrolled Agent, licensed to practice before the Internal Revenue Service (0096137-EA). Caroline Murphy has also held a California Real estate license. Caroline earned her bachelor’s degree from UCSC in 1991, and attended Santa Clara University Law School.
Caroline Murphy has 20 years of experience in finance enjoys putting her knowledge to work for the benefit of you and your business.
Caroline Murphy, Owner Dollars and Sense dollarsandsenseinfo@gmail.com Phone 831-251-4183 Fax 831-426-2823