SMEED CPA, Inc | 201 Sand Creek Road, Suite F | Brentwood, CA 94513 | Phone: 925-634-2344

       

 

 

Michael Uadiale, CPA

SMEED CPA, Inc.

 

Call our Testimonial Hotline & give us your feedback at:

 

800-609-9006 extension 3638

 


 

Other Articles

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This Month's Feature Articles

- Year-End Tax Planning For Individuals
- Year-End Tax Planning for Businesses
- Three Most Common Budgeting Errors
- Tap Your Retirement Money Early and Minimize Penalties

Tax Tips

- Income from Foreign Sources
- Check Your Withholdings
- Expanded Adoption Credit
- Retirement Contributions Limits Announced for 2013

Financial Planning Tips

- Make Gifts to Minimize Estate Taxes
- Year-End Tax Review Meeting
- Review October's Budget vs. Actuals

 


 

If you have not subscribed to our newsletter and want to receive our 20-page financial magazine
Eye On Money
, click here to have our current issue & several back issues sent to you.

 

Nov.-Dec. 2012

 

Sept.-Oct. 2012

 

July-August 2012

 

May-June 2012

 

March-April 2012

 

January-February 2012

 

November-Dec. 2011

 

July-August 2011

 



 

 

How Will The Expiration of The Bush Tax Cuts, The Fiscal Cliff, Obamacare & Passing Proposition 30 Affect Your Taxes?

 

With the uncertainty over Congress’s ability to solve the fiscal cliff issues in a timely manner, many middle to high income families and business owners may wait too long and not have time to prepare financially for the tax consequences now in place retroactively in 2012 from Prop 30 passing as well as what will come in 2013 on the federal level.

 

On Monday, December 10th at 9:00 am PT (register at www.SmeedCPA.net) we will be hosting a live conference call and explain the pending tax increases and their potential impact they can have and how to prepare for them. 

 

Here are some examples of what is coming:

 

Federally not only are the Bush Administration tax cuts set to expire, but a new 3.8 percent surtax on investment income and a possible reinstated claw-back of itemized deductions could raise the tax rate on ordinary income to as high as an effective 44.6 percent for some taxpayers.

 

Similarly, the tax rate on long-term capital gains could increase from 15 percent to 20 percent and the rate on qualified dividends from 15 percent to an effective 44.6 percent.

 

Finally, if Congress doesn’t take action, the federal estate tax rate will increase from 35 percent to 55 percent and the exclusion amount will drop from $5,120,000 to $1,000,000.

 

To learn what these changes mean and strategies to prepare yourself & your business for them, both individuals and business owners are invited to listen in to the Free Conference Call on Monday, December 10th at 9:00 am PT (register beforehand at www.SmeedCPA.net).

 


 

Eye On Money: November - December 2012

 

Here is the November - December 2012 issue of EYE ON MONEY.

 

The magazine is 20 pages and has several money & financial articles I think you will enjoy reading.

 

You can download it as a PDF (click here) and read or print it out.

 

Some of the article topics are:

 

- The Ins and Outs of Wash Sales, pg 2
 

- 8 Reasons to Start a Business Retirement Plan, pg 3
 

- Umbrella Insurance Helps Cover You on the Rainiest Days, pg 4
 

- Charitable Contributions Increased in 2011, pg 4
 

- 2012 Health Care Reform Act Implementation Timeline, pg 5


- 2012 Year-End Tax Planning Guide, pg 6


- 5 Tips for Municipal Bond Investors, pg 14

After you read it if you have any questions, feel free to call our office.  Michael

 



 


 

SMEED CPA Adds Financial Services To Help Clients With Investments & Insurance Needs

So often we here at SMEED CPA are asked about financial issues that impact our clients investments and their portfolios. 

We always offered our opinion and suggestions but in order to help our clients actually execute the changes we suggest, SMEED has created a Financial Services division.

 

SMEED Financial Services, Inc. will be able to work with both individual and business clients on their investment portfolios and manage assets on their behalf.

 

SMEED Financial will include Michael Uadiale, ACA, CPA, CGMA; Ena Dzitrie, MBA and Pablo Blanco who has recently joined SMEED and comes with over 18 years of financial sales and advising experience with affluent investors.

Watch your inbox and mail boxes for more specific information on services SMEED Financial Services, Inc will make available to you.

 


 

Would You Give Me Your Feedback & Testimonial on Our Hotline?

 

Hello it’s Michael Uadiale, CPA of SMEED CPA Inc.  We’ve just installed a toll-free number that I would like for you to call and tell me how you think we are doing as your CPA firm.

 

Just dial 800-609-9006 extension 3638 and follow the instructions.  If we’ve done a good job please let me know.  And if we can improve on anything, please mention that too.

 


 

Help Us Be Found on Google!

 

Also as we expand our business, we find more and more people are using the Internet and Google to look for us by searching Brentwood accountant or Brentwood CPA.

 

When they do this we want to be FOUND on GOOGLE.  One way you can help us is to give us an ONLINE REVIEW on our Google Maps/Places listing --->

 

Just click here to go to our Google Listing for SMEED CPA.  Scroll down to the Review area.

 

It may say:  Been here? Rate and review

 

You will click on the Rate and review link and then log into Google, then give us a review!

 

You can choose between 1 and 5 STARS and write in what you think about the tax or accounting work we have done for you.

 

It's that simple.  Thank you in advance for your help and cooperation!

 


 

As always you can call our offices if you have any questions about these or any other accounting related issues, at 925-634-2344. 

 

Regards, Michael Uadiale, CPA

Managing Partner, SMEED CPA, Inc.

 
 

 

SMEED CPA, Inc | 201 Sand Creek Road, Suite F | Brentwood, CA 94513
The Next Frontier CPA Firm | www.SmeedCPA.com | info@smeedcpa.com
Phone: 925-634-2344 | Fax: 925-634-2346 | Cell: 925-207-6771