Hot Topics

We are honored to work with you and your company again this year and want you to know that we are fully committed to helping you meet your business goals. As we enter the new year, it is time for you to prepare for your annual tax filings and financial statement preparation. Enclosed, to assist you [...]

February 2012

Always Thinking: An Evening of News and Networking For Employers: A Roadmap for Retirement Plan Design.  Fiduciary Issues and Fee Disclosure Come join Biegler & Associates and Actuarial Benefits & Design Company as we discuss and share valuable information about retirement planning over a glass of wine, fruit and cheese. Location: 5911 W. Broad Street [...]

Tax Tips for the End of the Year

Increase in Social Security wage base to $110,100 for 2012. The retirement plan dollar limits are increasing for cost of living as of 2012. One limit that remains the same is the maximum amount of compensation an employee may contribute to a Simple is $11,500. Nanny tax level has risen – now it is payment [...]

If you missed it…

If you were unable to attend our last Speaker Series, take a look at the presentations and feel free to contact us with any questions. October 2011 – Employee Benefits for Small Business November 2011 – Maximizing the Enterprise Value of Your Company December 2011 – Gift and Estate Planning for 2011 and 2012. Our [...]

December 2011

Always Thinking: An Evening of News and Networking Gift and Estate Planning for 2011 and 2012. Our two year window of opportunity. Come join Biegler & Associates and R J Wheaton as we discuss and share valuable information about estate planning over a glass of wine, fruit and cheese. Mr. Wheaton focuses his practice on [...]