San Francisco Tax Tips: April, 2015 – The Yes or No of Refunds

Filed in CPA Blog by on April 5, 2015
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Well, it’s nearly April 15th, and we have our lively April, 2015, tax bulletin ready for your reading enjoyment. Hopefully, all the documents have been handed over to your CPA or accountant, and you can go outside and enjoy the San Francisco Bay Area weather, plus pray for some rain. Here are this month’s articles –

 Refunds and Withholding: Should you withhold so much as to generate a refund? It’s the dilemma of forced savings vs. an interest-free loan to the government.

 US Treasuries: Although interest rates remain at near record lows, the Stock Market has gone so high as to be possibly due for a correction. Plus the rising dollar may bring in more foreign investors. What are the pro’s and con’s of investing in US Treasuries?

 Private Health Exchanges. Do you own a San Francisco small business and offer (or want to offer) health CPA tax service in San Franciscoinsurance for your employees? You may not know about Private Health Exchanges, and the advantages they offer for you and your employees.

 Tax Calendar. Yes, April 15 is just around the corner, and that means the deadline for filing individual tax returns is here. In addition, there are other tax deadlines coming up around the bend.

 As always, our San Francisco Tax Tips bulletin remains a source of eagerly read news by our clients. That said, if you’re new to Safe Harbor LLP, consider reaching out for a free phone consultation on your tax or financial planning needs!

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