Client Update Newsletter – Summer 2016

Client Update Newsletter – Summer 2016

Our latest Client Update is now available to offer insights on a variety of topics:

  • The article “Learn how to manage your retirement accounts” outlines five deceptively simple steps to achieve a comfortable retirement and includes a list of retirement plan definitions to familiarize you with different plan options, from Roth IRA to 401k.
  • Tax planning for small business owners isn’t restricted to the end of the year. There is plenty you can do in the summer months to reduce your 2016 tax liability. Check out the articles “Add business tax planning to your summertime calendar” & “Organize your business records to save time and money”
  • Lastly, ” Are you in the crosshairs of the IRS?” touches on some of the reasons tax returns are audited. According to recent statistics, your chances of being audited by the IRS are less than 1%, but don’t be lured into a false sense of security. The statistic is a blended rate covering many types of incomes and taxpayers. Read it here.

I sincerely appreciate your continued business and hope that you find this resource valuable.

If you would like to set-up an appointment to discuss tax or investment questions or issues, please contact me at 818.449.3122 or

Very Truly Yours,

Steven M. Berkson, CPA/PFS, MBT, CFP®


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