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 Newsletters


      
         
        Our newsletter
        “from Chuck’s Desk” has been published quarterly
        during the year since 1999. It is prepared in print and HTML
        editions and distributed by mail and e-mail to over 500 recipients.
        The newsletters
        which are personally written are listed below from year 2002
        for your reading enjoyment. The articles covered come from my
        personal experience, questions received, consulting projects,
        and current topics of general interest. The newsletters may be
        opened using Adobe Acrobat Reader by clicking on the quarter
        you wish to read.
        If you wish
        to be placed on my mailing list to receive a copy of either the
        mail or e-mail version each quarter, please send me an e-mail
        with your name and address for a print copy or your name and
        e-mail address for an e-mail copy.

Quarter	Newsletter Articles
Winter 2008	Obama's Tax Plans, 2009 RMD Waived, and Time to Review Your Health Insurance
Spring 2008	Legal Documents You Need for Health Reasons, and Heart Attack When You Are Alone
Winter 2007	Saving Your Tax Records and Should You Go to a Free Lunch?
Fall 2007	IRS Resumes Random Audit Program and My Thoughts on E-Mails
Spring/Summer 2007	Learn to Say No!
Winter 2006	Joint Bank Account with a Non-Spouse, Mailing Your Tax Data, and An IRS Audit
Fall 2006	Reverse Mortgages and Good-By to the State's Intangible Tax
Summer 2006	Ever Wonder What Your Net Worth Is and An Update on Taxes
Spring 2006	How Good is Your Living Will and What's Your Investment Style
Winter 2005	A Tale of a Stolen Wallet and Thoughts on the Medicare Prescription Coverage
Fall 2005	Annuity Sales a Growing Problem and How Your Financial Advisor Charges
Summer 2005	GAO Audits IRS Security of Taxpayer Data and Protecting Your Good Name
Spring 2005	IRA Distributions, Annuity Distributions, and Long Term Care Insurance
Winter 2004	New Tax Deduction, The Stock Market and the Presidency, and New Check Cashing Rules
Fall 2004	Losing Money on Investments Is Not Acceptable
Summer 2004	IRS Issues Scam Alert and Worst Tax Schemes of 2004
Spring 2004	Questions I am Asked Frequently
Winter 2003	Keep Identity Thieves Out of Your Life
Fall 2003	Everything You Need to Know About Banks and More
Summer 2003	Long-Term Care Insurance and The 2003 Tax Act
Spring 2003	A Prayer For Taxpayers and Three Legal Documents You Should Have
Winter 2002	Annuities and Ask the Taxman
Fall 2002	Writing Good E-Mails and Obese People Qualify for a Tax Deduction
Summer 2002	The Tax System's Built-In Fear Factor - an IRS Audit
Spring 2002	When Did You Last Check Your Credit Report and Some QuickBooks Tips