Client Service: Old - Or New-Style, Have It Your Way

 

Wow! How things have changed since we opened our doors 40 years ago! No e-mails, Internet, laptops, e-commerce, or (gasp!) even cell phones those days. How did we ever manage? Read this issue of our newsletter for more details about the evolution of our client service as well as the important tax topics below:

  • How to Give Gifts and Not Trip on the Gift Tax

  • Giving to Charity from an IRA to Lower Your Tax Bill

  • Risk and Tax Effects of Selling a Home via Installments

  • HSA or FSA: Which is Better for Medical Savings?

  • Preparing for a Sweeping New Law on Retirement-Account Taxes

 
Gerstein Tax Service