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Thursday October 8, 2015

News and Events

Our News and Events
Exciting events are happening at OU
Join us for one of our upcoming seminars offering valuable estate and financial planning information.
Personal Planner - 401(k) Retirement Plans
401(k) Retirement Plans
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted...
Savvy Living - Specialized Services That Help People Relocate
Specialized Services That Help People Relocate
I need help with selling my mother's house and relocating her to an apartment or condo closer to where I live. Can you recommend any businesses or services that specialize with relocation? The...
Washington News - CPAs - Pass Tax Extenders Now!
CPAs - Pass Tax Extenders Now!
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American Institute of CPAs (AICPA), urged the House and Senate to “immediately address the 52 tax provisions that expired at the end of 2014 and the tax provision that will expire at the end of 2015 (hereafter referred to collectively as ‘tax extenders’).” Lewis highlighted four specific problems with the delayed passage of tax extenders. 1. Difficult Tax Reporting – Many American companies publish quarterly financial statements. The failure to pass the tax extenders leads to statements with excessive tax liability and therefore improperly low net-income...

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