Articles

YOUR RETIREMENT OPTIONS ARE CHANGING!
The new Pension Protection Act gives many Americans more options for retirement savings. Mark Albertz explains many of these new options in the December 2006 issue of CincyBusiness. Click here for more!

STUDY SHOWS BABY BOOMERS MAY BE UNPREPARED FOR RETIREMENT. Do you have a plan?
Although baby boomers have had better financial opportunities than any other generation in history, many of them may not be adequately provided for when they retire. Click here for more!

STARTING YOUR OWN BUSINESS? Here’s how to choose the right structure before you incorporate.
One of the most common questions we receive from clients forming new companies is whether to set up shop as a subchapter S corporation or limited liability company (LLC). Here’s a quick guide to help you determine which is right for your business. Click here for more!

PROTECT YOUR COMPANY FROM IRS AUDITS AND PENALTIES WHEN EMPLOYING INDEPENDENT CONTRACTORS.
When disputes arise, the details of the relationship are considered far more important than the way you’ve classified the worker. Click here for more!

CHECK YOUR REFUND STATUS ONLINE
Taxpayers who filed Forms 1040, 1040A, or 1040EZ can now check the status of their refund online. Click here for more!

IRS INVESTIGATING S-CORP EMPLOYEE COMPENSATION
The IRS is cracking down on subchapter S corporations that attempt to avoid paying FICA taxes by paying employees primarily with distributions or other non-salary compensations. Click here for more!

HOW TO PROTECT YOUR COMPANY FROM NEW IRS EMPLOYEE RECORD PENALTIES
Effective June 2004, the IRS will penalize employers up to $50 per incorrect W-2, retroactive to tax year 2002. Click here for more!

OWE THE IRS LESS: Tax Planning for Providers By Mark Albertz, CPA
The choices you make in structuring a small dental practice can have a dramatic effect on your annual tax bite. Here are four planning tips providers can use to reduce their liability. Click here for more!

DO YOU KNOW SOMEONE WHO WAS RECENTLY LAID OFF? READ THESE 5 FINANCIAL TIPS FROM ALBERTZ & ASSOCIATES
Cincinnati, OH (November 18, 2002)—Every year during fourth quarter, thousands of people get laid off from their jobs. Click here for more!

Common Sense Newsletters

First Quarter 2008
Foot-Dragging In Congress Over AMT May Delay Your Tax Refund. Plus: Meeting IRS Deduction Requirements for Home Offices, How Long to Keep Financial Documents, and Mileage Deduction Rates For 2008. Click here for the newsletter.

Fourth Quarter 2007
IRS Random Audits Return-Are You At Risk? Plus: Relief From Private Mortgage Insurance (PMI), IRS Crackdowns On Charitable Giving (Even Your Underwear Is Now Regulated), and How to Keep Your 2007 Taxes Low by Funding Retirement Plans. Click here for the newsletter.

Third Quarter 2007
Misclassified Workers Could Cost You In IRS Crackdown. Plus: Join Us For Our 3rd Annual "Doggy Pow-Wow". Click here for the newsletter.

Second Quarter 2007
Join Us For Our Second Annual After-Tax Pizza Bash! Plus: Payroll Tax Debt Rebounds on Some LLC Owners and an Important Charitable Deduction Alert. Click here for the newsletter.

First Quarter 2007
How to Get Roth IRA Savings No Matter How High Your Income. Plus: Mileage Deduction Changes for 2007 and Photos From Our Second Annual Dog Event! Click here for the newsletter.

Fourth Quarter 2006
The IRS is Cracking Down on Charitable Contributions—What you'll need to know in order to claim donations of any size as tax deductions. Plus: High-Income Seniors Can Now Save Taxes By Making Donations From Tax-Deferred IRAs. Click here for the newsletter.

Third Quarter 2006
Helping Kids Save For College? Watch Out For New Tax Rules. Plus: Save Taxes When You Save Energy. Click here for the newsletter.

Second Quarter 2006
Join Us For Our After-Tax Pizza Bash! Click here for the newsletter.

First Quarter 2006
Make Tax Time Quick and Easy. Using a CPA Can Reduce Your Risk of Being Audited During This Year’s IRS Crackdown. Click here for the newsletter.

Fourth Quarter 2005
Revised Deductions Offer Some Relief From Soaring Energy Costs. Click here for the newsletter.

Third Quarter 2005
Saving for a Child’s Education Can Help You Save Big on Taxes. Click here for the newsletter.

Second Quarter 2005
Tax Code Changes Create New Savings Opportunities in 2005. Click here for the newsletter.

Fourth Quarter 2004
We're Moving! Details on our new location and 2004 tax law changes. Click here for the newsletter.

Third Quarter 2004
New Services Simplify Healthcare Planning and Cut Costs. Click here for the newsletter.

Second Quarter 2004
Guarantee Your Investment Return With Portfolio Protection. Click here for the newsletter.

First Quarter 2004
Seven Tax Strategies That Can Save You Thousands of Dollars. Click here for the newsletter.

Fourth Quarter 2003
Five Things You Can Do by Dec 31 to Reduce Next Year's Tax Bill. Click here for the newsletter.

Third Quarter 2003
How the New Economic Stimulus Package Will Affect You. Click here for the newsletter.

Second Quarter 2003
Have You Had Your "Financial Physical" Yet? Click here for the newsletter.

First Quarter 2003
Tax Strategies That Can Save You Thousands Of Dollars. Click here for the newsletter.

Press Releases

Here you’ll find articles detailing the latest financial news, back-issues of our newsletter Common $ense, and our latest press releases. Visit this page regularly to stay on top of the latest financial developments.

JENNIFER FUNK RECEIVES BUSINESS NETWORK INTERNATIONAL (BNI)
Cincinnati, OH (May 29, 2003)—Blue Ash firm Albertz & Associates, CPA, LLC is pleased to announce that Manager of Operations, Jennifer Funk was honored recently as the Business Network International’s (BNI) "Networker of the Year" for 2003. Click here for more!