MMB is aggressive when it comes to providing timely information to our clients, colleagues and associates in and around Western New York.  Our electronic newsletter is distributed every 3 weeks and contains helpful articles pertaining to all things accounting!  With great tips on tax planning strategies, up-to-date tax and accounting announcements, or helpful articles specific to your line of business that help you succeed, you’ll always be in the loop.

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The American Taxpayer Relief Action of 2012 - What to Expect for 2012 and Beyond

To view a past newsletter, click on the date of the newsletter you'd like to see.

April 24, 2013

• IRS: Beware of Charity Scams after Boston and Central Texas Tragedies
• Healthcare Law Deadlines in Place, Coming Up -- and Delayed
• Buried in Tax Paperwork? What Can You Throw Away?
• Getting a Waiver of the 60-Day IRA Rollover Rule
• Tax Responsibilities After Someone Dies (Part 1)
• Trim Training Costs With a Playbook for Employees
• When Companies Share Intellectual Property for Mutual Benefit

March 13, 2013

• Countdown to Filing: There's Still Time to Contribute to an IRA or SEP
• The State of Family Businesses Worldwide
• IRS Cracks Down on Tax ID Theft: Could You Be a Victim?
• Health Insurance and Medical Expenses: What Can You Deduct?
• Estimated Taxes: Pay as You Go or Pay the Price
• Real Property and the Estate Process
• Let the Other Guy Talk
• The Post Office Can Help You Improve Sales

February 20, 2013

• Avoid Common Pitfalls of Retirement Plan
• Improve Efficiency Without Spending a Dime
• Understanding the Health Benefit 'Pay or Play' Decision
• Get Ready for Required Direct Deposit of Federal Benefit Payments
• Daughters Step Up in Family Businesses
• Red Flag for an IRS Audit
• When Can You Deduct Theft Losses?

January 30, 2013

• Tougher New Rule for Medical Expense Deductions Starts this Year
• Jointly Retained Business Valuations
• Innovating New Products and Processes
• What's New for the 2013 Tax Filing Season?
• Act Fast: Feb. 1 OSHA Deadline for Posting Mandated Injury Report
• A Special Trust for Special Needs
• Find Your Company's USP

January 9, 2013

• MMB Announcements
• Tax Changes for Individuals in the 'Fiscal Cliff' Law
• New Law Brings Back Many Popular Business Tax Breaks
• Daughters Step Up in Family Businesses
• Help New Employees Reach Their Potential
• Manage Debts to Protect Bottom Line

December 19, 2012

• IRS Provides Guidance on Next Year's Medicare Surtax
• S Corporation Shareholder Compensation Issues
• MMB Announcements
• Meeting Your 401(k) Fiduciary Obligations
• Seven Reasons to Update Your Will
• Broaden Your Sales Circle with 4 Simple Steps
• Rate Your Customers' Satisfaction

November 21, 2012

• A List of Expiring (and Expired) Tax Breaks for Individuals
• Washington's Unfinished Tax Business and How it Affects Businesses
• MMB Announcements
• Year-End Alert: Don't Forget to Take IRA Required Minimum Distributions
• Tax-Wise Ways to Get Cash Out of Your C Corp
• Deduct More For Business Gifts
• Don't Horse Around with Hobby Losses

November 1, 2012

• 2012 and the end of the 'Bush-Era' Cuts
• Creating Your Professional Dream Team
• MMB New Hires and Announcements
• A Safety-First Approach to Year End Gifting
• QUIZ: How Much Do You Know About U.S. Presidential History?
• Leaving a Legacy for Your Heirs
• Make Sure Your Employees Make the Connection
• Protect Your Invention by Applying for a Patent

October 3, 2012

• IRA Rollovers: Not as Simple as They May Seem
• Employers Ratcheting Up 401(k) Features, Incentives
• MMB Partner Announcements and Promotions
• Capture the Intellectual Property of Retiring Employees
• What's Ahead as the Supreme Court Launches its New Term?
• Checklist for Setting Up a Family Limited Partnership
• Benefits Cost Employers a Bundle
• Workers' Compensation Strategies to Keep Costs Down

September 12, 2012

• It's Still a Good Time for Roth IRA Conversions
• Check Out the Average Projected Raise for 2013 and What it Means to You
• The Art of a Graceful Exit
• Why Social Media is a 'Legal Minefield' for Employers
• Married Couples:  Current Rules May Dictate Estate Changes
• Ramp Up Your Conversion Rates
• Penetrating the B2B Media

August 22, 2012

• Significant Tax Changes on the Horizon in 2013
• Setting Up a Business Advisory Board
• Congratulations!
• Consider Deploying a Red Team at Your Business
• Find Balance in Your Time
• Consider Flexible Spending Accounts at Your Company
• Trade Your Split Stock For The Best Tax Result

August 1, 2012

• 'Taxmageddon:' Prepare to Potentially Pay More on Investment Income
• Estate Planning in 2012: Avoiding Potential Missed Opportunities
• 'Taxmageddon:' Plan for Potentially Higher Taxes Starting Next Year
• Trademark Olympic Rings Are Fiercely Protected: A Lesson for All Businesses
• Seeking Tax Shelter Through Charitable Trusts
• How to Build a Gold Medal Team
• Foreign Business Travel: Make a Winning Impression

July 11, 2012

• Healthcare Tax Changes that Remain in Place
• IRS Issues Guidance for Healthcare FSAs
• Supreme Court: Healthcare Law Involves a Tax, Not a Penalty
• Business Values and the 'Baby Boomer Effect'
• Avoid Gender-Based Discrimination
• Sports: The Lingo of Business
• Fringe Benefits for Your Family S Corp
• Save Time and Money: Pre-Screen Recruits With 5 Questions
• Credit Sales Demand Vigilance

June 20, 2012

• Upcoming Deadlines Regarding New Retirement Plan Fee Rules
• Make Sure Charitable Contributions Pass Strict Documentation Rules
• Tax Identity Theft Is a Growing Problem
• Business Values and the 'Baby Boomer Effect'
• Should Your Company Join the Roth 401(k) Trend?
• Make Gifts to Minors and Reap the Benefits
• Track Repeat Business for More Profitable Sales
• Raise Your Company's Profile for Little or No Cost

May 30, 2012

• IRS Reminds Small Business Owners About Lucrative Tax Break
• Estate Tax Update: Here We Go Again
• How to Effectively Tax Plan in an Election Year
• Key Issues in Medicaid Planning
• Upcoming Deadline to Report Foreign Account Holdings
• Where There's a Will, There's a Way
• Avert Sabotage by Former Employees
• Restrict Cell Phone Use While Driving

May 9, 2012

• Answers to Questions about Dealing with the IRS
• Is There Room at the Top? NYS Debates Ownership Rules for Professional Service Firms
• Announcements!
• Compliance with the FCPA: Is Insurance a Good Idea?
• Family Financing Can be Fragile
• Be Prepared for Reservist Deployment
• D&O Insurance: Protect Directors and Officers from Personal Loss

April 18, 2012

• Tax Records: What to Keep, What to Toss
• Retirement Plan Fee Disclosure Shows Progress
• Announcements!
• Trend: Employment Lawsuits Based on Obesity Discriminations
• Estate Tax Break for Business Interests
• Know Your Prospects!
• Keep Your Web Customers Satisfied

March 28, 2012

• IRS Provides Penalty Relief to Unemployed and Struggling Taxpayers
• Contributing to Charity? Wondering About the Organization's Tax-Exempt Status?
• Eyes on the Future Radio Show Discusses Individual Tax Returns
• Changes to HARP May Be Sweet Music to Your Ears
• Court: IRS Can Reclassify S Corp Distributions as Wages
• The Best Way to Handle an Inheritance
• Should Your Company Monitor E-Mail and Internet Use?

March 7, 2012

• Payroll Tax Holiday Continues
• Answers to Your Questions about Marital Status and Tax Returns
• Paying Health Insurance Premiums if you are Self Employed can be a Valuable Tax Break
• Economic Espionage: Protect Your Intellectual Property
• Understanding Estate Administration and the Probate Process
• Stretch Margins by Streamlining Sales
• Get Creative and Hit a Publicity Home Run

February 15, 2012

• New Rules on Security Transactions
• Advantages and Disadvantages of Roth IRAs
• Think Fraud Can't Happen to You?
• Taxes: Update on Hiring Your Child to Work for a Small Business
• How to Claim the Expanded Veterans Tax Credit
• Keep Family Employees in Line
• Squeeze More Out of a Company SEP
• What You Need to Know About 529 Plan Withdrawals

 January 25, 2012

• Important Tax Figures for 2012
• What's New for Tax Filing Season
• Announcements!
• New Law Employers Need to Know
• Advantages and Disadvantages of Roth IRAs
• Retirement Accounts and Your Estate Plan
• Managing your Business through a Crisis: 6 Steps to Success
• Choosing the Right Legal Forms for Your Business