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The Planner News Briefs |
October
2008 |
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Greetings: Johanna, |
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Hard to believe we are talking about the end of the year already! That can only mean one thing… our annual holiday party! This year we will be doing something a little different than the last few years. Rather than our traditional restaurant-based celebration, one of our Board members has graciously offered her home as a place for the event. We anticipate good food, good fun (remember your White Elephant gift!), and a time to relax and reflect with friends. See you there! As you are all aware, our meeting this month will address many of the tax law changes that affect us and our clients. Joseph Langkilde, CPA, will bring his expertise and share with us some of the changes in tax law that are certain to affect us all. This is always an insightful and educational meeting. With so many changes ahead this is a great time to get on top of some of the issues. In our efforts to provide you with timely
information, we also have Jamie Cogburn as a special guest speaker this month
as well. He will be discussing an
issue that will certainly impact millions of To keep our chapter in sync with fellow chapters and
with FPA National, several of our Board members are headed to the National
Leadership Conference next month in We look forward to seeing you all at our meeting and at our holiday celebration.
Registration
Ends Friday, 10/24 October 30, 12:00 PM Annual Tax Update Bonus Speaker: Jamie Cogburn, Esq Click here for more information or to register
Junior Achievement training was postponed until
October 20, because of the market crisis. Due to the late start, volunteers
won’t start in their program at For more information or to volunteer click here.
The board is working on establishing a permanent
scholarship program. As we work on the details, we have identified our first
2008 candidates. We will be making a series of $50 scholarships to students
who are registering for a four-year college majoring in finance to defray some
of the application costs. These awards will be administered by the Magnet
School for Finance in If you have any suggestions or would like to be on the Scholarship Committee, please contact Eleesa Aimaq or Jocelyn Holzwarth. Taking a tax loss for a business is fine,but not for a hobby Many people engage in hobbies that
they take very seriously. These activities may start out small in time and
expense, but grow extensively as time passes. “Hobbyists” then may wonder
whether they have become business
owners. The distinction is important from a tax perspective… Click here for complete article Board Retreat The Board of Directors will be having a one day retreat on October 26. Based upon the feed-back we received from you at our educational meetings and surveys through-out the year, the Board will be planning for the upcoming year. If you have any input you want them to know, now is the time to speak-up. Send your comments and suggestions to admin@fpanv.org. Tell us what you liked, didn’t like, or would like to see in 2009. Did you Know? We have a consumer section on our web site which features articles and tips for the public. If you would like to have articles posted in this section, please contact admin@fpanv.org for information and requirements. |
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