2009:

November:
SEC Rule Amendments Simplify Cross –Border Transactions
In an increasingly global market, the potential for transfer pricing penalties in the
United States are harsh.

Re-Evaluating Tax Strategies
Get software to organize the business or hire someone who will help.

October:
First Year Write-off Remains at $250,000 for 2009
Make sure your company takes full advantage of one of the best tax breaks available to business owners today---the “Section 179” first-year depreciation allowance for equipment.

2009 Estate Tax Exclusions
For 2009, the estate tax exclusion amount is at a historic high of $3.5 million, up
from $2 million in 2008, with a flat tax of 45% on the excess.

September:
Tax Shelter Penalties
In a letter to House Ways and Means Committee member John Lewis, Commissioner Shulman said that the IRS will not collect the Section 6707A tax shelter penalty through September 30 on transactions that have annual tax benefits of less than $100,000 for individuals and $200,000 for other taxpayers..

Health Savings Accounts Changes
New changes to HSAs.

August:
Case Study: $300,000 Taxable Income Difference
Just one example of GLO's pro-active planning for one client.