Nathan Wechsler Insights

• Nathan Wechsler Insights
• Monthly Newsletter
• Financial Calculators
• Important Dates
• Tax Links
• Financial Terms
• Track Your Refund
• Cartoon of the Month

Tax Guide

• 2009-2010 Tax Guide
  • Strategies for Wealth Management
  • Balancing the Needs of Children, Parents and Yourself
  • Business Valuation Strategies
  • Charitable Giving Strategies
  • Developing a Money-Smart Retirement Plan
  • Financial Planning for Your Business

Tax Law Update

• Tax Law Update – July 2009

Year End Tax Letter

• 2009 Year End Tax Letter

Reference Materials

• Board Member Review of the New Form 990
• Fraud Embezzlement
• 990 Presentation
• UPMIFA
• SAS 112 Analysis
• Resource and Development Tax Credit Letter
• 409A Overview
• 409A Separation Agreements
• Audit Organizer
• Understanding Internal Control