Clifton Gunderson LLP - A nationwide firm of Certified Public Accountants and Consultants

October 2011

Posted October 28, 2011

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In this Issue:

Dos and Don’ts of Beneficiary Designations

When was the last time you checked to make sure that your beneficiary designations still reflect your wishes and fit into your overall estate plan?

10 Ways to Prepare Now for Tax Season

In a few short months, thoughts will turn to end-of-year tax planning. But there are tax-related decisions that you should be making before the end of 2011. The sooner you begin considering your personal strategy, the more likely you will be satisfied with the results.

How Do You Know When It’s Time to Sell?

If you are thinking of selling a holding simply due to a recent drop in price, take a deep breath and reconsider. Knowing when to sell can be every bit as important as knowing what to buy.