Winkelman-Bruce & Truax, LLP ..... Certified Public Accountants
“We work with numbers, not treat people like one!”
 

At Winkelman-Bruce & Truax, LLP ..... . Certified Public Accountants & Business Advisors, we know that an informed client is our best customer. And the Internet is a great education resource, with endless amounts of information just a click or two away.

But sometimes it's nice to have help sorting through the virtual noise and clutter, so we've selected a few helpful articles for you to view. Check back often, for all the latest information on ways to manage your business and personal financial needs more effectively.

Just click on the article titles below to view the complete text.

 
Temporary Credit for First-time Homebuyers
The recent American Housing Rescue and Foreclosure Prevention Act of 2008 (Housing Act) created a temporary credit to encourage home ownership.
 
How Earned Income Impacts Your Social Security Benefits
If you are a social security beneficiary under full retirement age (currently age 66), an earnings test determines whether your social security retirement benefits will be reduced because you earned more from a job or business than an annual exempt amount (discussed below).
 
Required Minimum Distributions Waived for 2009
Taxpayers can be subjected to an onerous excise tax if they take less than the required minimum distribution (RMD) from their retirement plan each year.