W. Edward Newton Jr., CPA, CFP (R) | 13850 Ballantyne Corporate Place, Suite 500 | Charlotte, NC 28277 | 704-552-8689

 

 

 

Financial Services by Newton Financial Network

Ed Newton, CPA, CFP (R)

As a Certified Financial Planner I recently attended a financial services workshop in Indianapolis, IN.

It was hosted by Archer Funds, the registered advisor firm we work through to provide financial advice to our clients here in the Charlotte / Mecklenburg County area.

This forum allowed for two days of learning and networking. Speakers included the President of Archer Funds, Troy Patton, who spoke on the state of the market.

Troy is known for understanding how world events and complex factors affect our U.S. Market.

Steve Demas, Portfolio Manager, spoke on client services. Steve has a long history of working with clients on their personal finances and individual investments before dedicating all of his time to researching appropriate investments for the Archer portfolios.

John Rosebrough, Chartered Financial Analyst, provided insight into the technical aspects of portfolio management.

Troy, Steve and John actively manage the Archer Funds and the portfolios that are built around these funds. We offer investment advice through our Newton Financial Network.

For a free review of your investments, give me a call at 704-552-8689 or download one of my 4 FREE reports on investing at my Newton Financial Network website.  Thanks!  Ed

 


 

 

Ed Newton, CPA


If you're a client of mine I would like to hear from you about how you like our tax or accounting services.
 

Call our Testimonial Hotline & give us your feedback at:

 

704-412-8CPA or 704-412-8272

 


 



 

 

 

IRS Offers Health Care Tax Tips to Help Individuals Understand Tax Provisions in the Affordable Care Act

 

The Internal Revenue Service is offering educational Health Care Tax Tips to help individuals understand how the Affordable Care Act may affect their taxes.

The IRS has designed the Health Care Tax Tips to help people understand what they need to know for the federal individual income tax returns they are filing this year, as well as for future tax returns.

 

This includes information on the Premium Tax Credit and making health care coverage choices.

Although many of the tax provisions included in the law went into effect on Jan. 1, 2014, most do not affect the 2013 tax returns.

The Health Care Tax Tips, which are now available at IRS.gov/aca, include:

IRS Reminds Individuals of Health Care Choices for 2014 ─ Find out what you need to know about how health care choices you make for 2014 may affect your taxes.

The Health Insurance Marketplace - Learn about Your Health Insurance Coverage Options Find out about getting health care coverage through the Health Insurance Marketplace.

The Premium Tax Credit ─ Learn the basics of the Premium Tax Credit, including who might be eligible and how to get the credit.  The premium tax credit can help make purchasing health insurance coverage more affordable for people with moderate incomes.
 

The Individual Shared Responsibility Payment An Overview ─ Provides information about types of qualifying coverage, exemptions from having coverage, and making a payment if you do not have qualifying coverage or an exemption.

Three Timely Tips about Taxes and the Health Care Law ─ Provides tips that help with filing the 2013 tax return, including information about employment status, tax favored health plans and itemized deductions.

Four Tax Facts about the Health Care Law for Individuals ─ Offers basic tips to help people determine if the Affordable Care Act affects them and their families, and where to find more information.

Changes in Circumstances can Affect your Premium Tax Credit ─ Learn the importance of reporting any changes in circumstances that involve family size or income when advance payments of the Premium Tax Credit are involved.

In addition to Health Care Tax Tips, the IRS.gov/aca website offers informative flyers and brochures, Frequently Asked Questions and in-depth legal guidance regarding the tax provisions of the Affordable Care Act.

Source: IR-2014-19, Feb. 25, 2014

 


 

"Like" us on our Newly Updated Facebook CPA & NFN FAN Pages

 

Hi everyone!! We have just updated our business/fan pages for our CPA and CFP businesses.

 

If you want updates on tax or accounting subjects, click on this link and LIKE our page on our CPA Facebook FAN page.
 

We will post new relevant information on tax reduction, accounting & finance that you can read and comment on.

 

If you want updates on INVESTMENT & RETIREMENT subjects, click on this link and LIKE our page on our Newton Financial Network Facebook FAN page.
 

We will post new relevant information on investing, retirement and wealth creation that you can read and comment on.

 

Like us BOTH PLACES if you want!!  Thank you in advance for "Liking" us!

 

To read this or any other past article online please click here and then scroll down to our newsletter archive.

 

 



Would You Do Me A Quick Favor And Give Me An  Online REVIEW on Google+ Local?

If you are a local business like I am, more and more people FIND you by going online and searching.  To help me be found the same way by good clients like you would you take 2 minutes and give me a Review on my Google+ Local listing?

 

Just click here and it will take you to my listing.  From there just click on the blue Write a Review button.  Thank you in advance for your help! 

If you have any questions about giving us a Review or have an accounting or investments question about yourself or your business, please give me a call at 704-552-8689.  I can help guide you in the right direction.

 

To read other articles like this online, click here or go to www.EdNewtonCPA.com and click on the News link.

 


 

As always you may call our offices if you have any questions about these or any other accounting, tax, financial planning or Quickbooks related issues, at 704-552-8689. 

 

Regards, W. Edward Newton Jr., CPA, CFP (R)

Certified Public Accountant

 

 

 

W. Edward Newton Jr., CPA, CFP | Certified Public Accountant

13850 Ballantyne Corporate Place, Suite 500 Charlotte, North Carolina 28277 Phone: (704) 552-8689 | Email: ednewton@ednewtoncpa.com