Newsletter Archives

  • The Shaw Atlas – November 2018 Article Year End Tax Planning Strategies With another year coming to a close it’s time to evaluate and implement year-end tax planning strategies. Due to the changes brought about by the Tax Cuts and Jobs Act (TCJA) there will be some new wrinkles to consider as well as the tried and true strategies. With the standard deduction ...
  • The Shaw Atlas – September 2018 Article Tax Planning Strategies In Low-Income Years Though it typically isn’t ideal to have a low-income year, it can actually provide beneficial opportunities that could potentially save you significant amounts of money on your taxes and help you plan for future success. This month, we will be discussing a few strategies to take advantage of IRAs and ...
  • The Shaw Atlas – August 2018 Article Optimizing Your Social Security Retirement Benefits Social Security continues to be a confusing topic for many trying to plan their retirement. This month we hope to clear up the cluster of information in order to help you work towards making the most of your Social Security retirement benefits — or Primary Insurance Amount (PIA). We aim ...
  • The Shaw Atlas – July 2018 Article Don’t Give Up On Your Charitable Donations: They Survive and Thrive Under The New Tax Cuts and Jobs Act Unfortunately, under the new Tax Cuts and Jobs Act (TCJA), as predicted by Howard Gleckman of Forbes, “The share of middle-income households claiming the charitable deduction will fall by two-thirds, from about 17 percent to just ...
  • The Shaw Atlas – April 2018 Article Tax Cuts and Jobs Act: Important Changes to Deductions In the third and final section of our three-part Tax Cuts and Jobs Act article series, we are going to discuss changes to marginal tax brackets, the standard deduction and personal exemptions, and make note of some suspended or modified deductions beginning in 2018. Changes to Marginal Tax ...
  • The Shaw Atlas – March 2018 Article Tax Cuts and Jobs Act: Pass-Through Deduction This month’s article details a rather complicated section of the Tax Cuts and Jobs Act, and we would like to break it down to its simplest form so you can rest easy knowing exactly how it relates to your business. Let’s discuss Section 199A of the law which covers ...
  • The Shaw Atlas – February 2018 Article Tax Cuts and Jobs Act: Meals & Entertainment There has been a great deal of information circulating recently about the Tax Cuts and Jobs Act. We aim to provide you with access to knowledge that will ensure you feel confident about these changes and how they may affect you or your business. As we indicated, this article ...
  • The Shaw Atlas February 2017   Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision.   Happy 20th Birthday! Thank you to all of our clients, ...
  • November 2016 Newsletter The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. 20 Years Ago… Client Spotlight Community Events 20 Years Ago… Twenty years ago, ...
  • Year End Tax Planning – October 2016 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Year End Tax Planning Client Spotlight Community Events Year End Tax Planning Kevin ...
  • A Fatal IRA Rollover Error & Goes Funeral Care – July 2016 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. New Rule – IRA Rollovers Client Spotlight – Goes Funeral ...
  • Tax Season Recap & Realities for Children Homebase Facility – May 2016 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Tax Season Recap – A Look Back At The ...
  • Expensing vs. Capitalizing & 20 Things We Love about Accounting – February 2016 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Expensing v.s Capitalizing Kevin’s Korner – 20 Things We Love ...
  • Celebrating 20 Years & Protecting Americans from Tax Hikes Act of 2015- January 2016 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Celebrating 20 Years in Business Kevin’s Korner- Protecting Americans from ...
  • Business Year-End Strategies & Bike Fort Collins- December 2015 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Business Year-End Strategies Client Spotlight- Bike Fort Collins Community Events- Colorado ...
  • Identity Theft & Client Spotlight- November 2015 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Identity Theft Client Spotlight- Big O Tires Kevin’s Korner Community Events- Denim ...
  • 2015 Tax Planning & Office Happenings- October 2015   The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. 2015 Tax Planning Office Happenings Kevin’s Korner 2015 Tax Planning Kevin Shaw Shaw ...
  • The Affordable Care Act & Client Spotlight- January 2015 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Kevin’s Korner The Affordable Care Act Newsletter Trivia Featured Restaurant-Blue Agave Grill Client ...
  • Tax Season Information & New Employees – December 2014 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Newsletter Contents: Tax Season Information New Hires & Position Changes ...
  • Little Known Facts of the Capital Gains Tax -August 2014 The Shaw Atlas Welcome to The Shaw Atlas, the monthly newsletter from Shaw & Associates, CPAs & Financial Advisors. We look forward to keeping you abreast of ever-changing tax codes, providing you with money saving accounting tips and illustrating proactive strategies to help you achieve the financial life you envision. Newsletter contents: Kevin’s Korner Little Known Facts of the Capital Gains ...
  • Make Plans Now for Next Year’s Tax Return – June 2014 Make Plans Now for Next Year’s Tax Return / Exciting Events for the Shaw & Associates Staff / Client Spotlight- CopperMuse Distillery
  • 8 Easy Tips to Save Time on Banking- April 2014 Life is Busy… 8 Easy Tips to Save Time on Banking / Client Spotlight – Colorado Activities Concierge
  • Wills, Trusts and Powers of Attorney – March 2014 Wills, Trusts and Powers of Attorney / Client Spotlight – Fort Collins Veterinary Emergency and Rehabilitation Hospital
  • 10 Healthy Beliefs for Retirement Planning – February 2014 10 Healthy Beliefs for Retirement Planning / Client Spotlight – The Kinzli Team at RE/MAX / Fun Facts About Valentine’s Day
  • Understanding Health Insurance in 2014 and Beyond – January 2014 Understanding Health Insurance in 2014 and Beyond / Top Ten Reasons Why People With Even Modest Estates Need Estate Planning
  • Year-End Tax Planning for S-Corporations – December 2013 Year-End Tax Planning for S-Corporations / Katie Shaw & Tyler Yadon’s Wedding / Client Spotlight
  • Five Ways to Cut Your Tax Bill – November 2013 Five Ways to Cut Your Tax Bill / Follow Us on LinkedIn / Give the Gift of Giving
  • How to Deduct Casualty Losses – October 2013 How to Deduct Casualty Losses / Helpful Tips for Meaningful Contributions / The Great Book Giveaway
  • Advanced Tax Planning Strategies for Small Business Owners – September 2013 Advanced Tax Planning Strategies for Small Business Owners / Connect on LinkedIn / Tax Relief for Colorado Flood Victims
  • Leaving a Legacy? What Are the Tax Implications? – August 2013 Leaving a Legacy? What Are the Tax Implications? / 4 Ways to Leave a Legacy / Shaw & Associates Volunteer Day
  • QuickBooks Tips for Small Businesses – July 2013 QuickBooks Tips for Small Businesses / Make a Difference to Children Month / Unforeseen Tax Issues and How to Plan for Them / The Power of Business, in the World of Service
  • How to Evaluate your Financial Health – June 2013 How to Evaluate your Financial Health / Desk Jockey Workout / Retirement Thoughts
  • Don’t Wait to File your Extended Return – May 2013 Don’t Wait to File your Extended Return / Love is in the Air! / Get to Know John
  • Changes to the Shaw & Associates’ Road to Success – January 2013 Changes to the Shaw & Associates’ Road to Success / Dave Palm’s Farewell / National Mentoring Month
  • Don’t Wait! Start Your Year-End Tax Planning Now – November 2012 ‘Tis the Season for Giving Back / Don’t Wait! Start Your Year-End Tax Planning Now
  • Is Your Family Financially Literate? – October 2012 Is Your Family Financially Literate? / OpenStage Celebrates 40 Years!
  • Losing Sleep Over Finances? – September 2012 Losing Sleep Over Finances? / Is Medicare All I Need?
  • Five Common Myths of Life Insurance – August 2012 Five Common Myths of Life Insurance / Do You Need to Worry About the Coming Changes in the Tax Laws?
  • How to Deduct Casualty Losses – July 2012 Shaw & Associates Participates in Senior Law Day / How to Deduct Casualty Losses
  • Long Term Care Myths You Can’t Ignore – June 2012 Long Term Care Myths You Can’t Ignore / My Books Are A Mess
  • Advantages of Roth Retirement Accounts – May 2012 Advantages of Roth Retirement Accounts / Help! I Can’t Pay My Taxes
  • Tax Organization Tips – April 2012 Shaw & Associates Finalist for Chamber Small Business of the Year / Tax Organization Tips
  • Tax Brackets – Wading Through the Political Spin – March 2012 Tax Brackets – Wading Through the Political Spin / Are You Tax Diversified?
  • Kevin’s Top 15 Reasons for Success – February, 2012 Celebrating 15 Years / Kevin’s Top 15 List
  • Business Resolutions for 2012 – January 2012 Business Resolutions for 2012 / The Health of Your Money / Green Tax Process
  • Tax Planning Equals Tax Savings – December 2011 Tax Planning Equals Tax Savings / Financial Tips to Wrap Up 2011
  • The Power of Tax Deferral – November 2011 The Power of Tax Deferral / Questions for Every Financial Professional
  • Money Savings Tax Planning Tips – October 2011 Money Savings Tax Planning Tips / Beyond the Profit & Loss / Refinance Options.
  • Cash Flow Vs. Net Profit – September 2011 The Super Committee & You / Cash Flow Vs. Net Profit/Ups & Downs