February 2015

Set your tax and financial course for 2015

Were you less than satisfied with your financial situation at the end of 2014? If so, making tax-smart decisions in 2015 could provide a helpful course correction. Here are some suggestions to get you started on the right path. Get structured. That out-of-control feeling from last year might be due to a lack of organization. Set up a simple filing system to arrange your tax papers and records. Once you’re organized, review your monthly expenses and

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Make time for your annual business checkup

You get an annual checkup from your physician to monitor and manage your personal health. Shouldn’t you do the same for your business? To keep your operation in top shape, consider an annual business review. The benefits of such a review are evaluating current performance and better planning of future operations. Some things you should evaluate in an annual business review include the following: Revisit your business strengths, weaknesses, and opportunities. Is your competitive position improving,

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Major tax deadlines for March

March 2 – Payers must file 2014 information returns (such as 1099s) with the IRS. (Electronic filers have until March 31 to file.) March 2 – Employers must send 2014 W-2 copies to the Social Security Administration. (Electronic filers have until March 31 to file.) March 2 – Farmers and fishermen who did not make 2014 estimated tax payments are required to file 2014 tax returns and pay taxes in full. March 16 – 2014 calendar-year

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David Beliveau

I found information about David and his firm on this Avvo site while I was doing some internet research, and thought it was appropriate for me to post my feedback on the site as well. It had been over 10 years since I had reviewed my estate documents and they needed to be updated. I had to find another attorney since my previous attorney had retired. David’s client reviews were excellent in the areas of estate

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