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

       

 

 

Michael Uadiale, CPA, ACA, CGMA

SMEED CPA, Inc.

 

Call our Testimonial Hotline & give us your feedback at:

 

800-609-9006 extension 3638

 


 

Other Articles

Click here to review


This Month's Feature Articles

- Year-End Tax Planning for Individuals
- Year-End Tax Planning for Businesses
- Tips for Taxpayers with Foreign Income
- Three Most Common Budgeting Errors
 

Tax Tips

- Ten Facts about Capital Gains and Losses
- Tax Tips for Individuals Selling Their Home
- Tax Relief to Drought-Stricken Farmers
- Four Things to Know about Net Investment Tax

 

Quickbooks Tips
- Billing for Time in QuickBooks: An Overview
 

 


 

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.

 

November-December 2014

 

September-October 2014

 

May-June 2014

 

Mar.-Apr. 2014

 

Jan.-Feb. 2014

 

November-December 2013

 

September-October 2013

 

July-August 2013

 
 
 
 



 

 

 

Eye On Money: November - December 2014

 

Here is the November - December 2014 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:

 

5 Things to Know About Deducting Charitable Contributions - pg 2
 

States Are Holding Billions in Unclaimed Property-

Is Any of It Yours? - pg 3
 

What Are Real Estate Investment Trusts? - pg 4
 

Asset location: A Strategy for Reducing Taxes on Your Investments - pg 5
 

2014 Year-End Tax Planning Guide - pg 6
 

Tips to Help Aging Parents Manage Their Finances - pg 14
 

Garden Route: South Africa - pg 16
 

What's On at the Art Museums - pg 18
 

Quiz: Taking Flight - pg 19

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 its Michael Uadiale, CPA of SMEED CPA Inc.  Weve 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 weve done a good job please let me know.  And if we can improve on anything, please mention that too.

 


 

Help Us Be Found on Yelp & Google!

 

Also as we expand our business, we find more and more people are using YELP 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 --->

or on our YELP local listing below.

 

Just click here to go to our Google Listing for SMEED CPA and click on the YELP link to go there.  Scroll down to the Review area.

 

On either site it may say:  Been here? Rate and review

You will click on the Rate and review link and then log in, 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, ACA, CGMA

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