Revised 1099-R from SEI
In the next week to ten days you will receive a revised 1099-R for 2014 from SEI Private Trust Company. SEI discovered a problem with their vendor resulting in 2 potential issues: either the boxes in lines 2B or 7 were not checked, or the taxable amount in line 2A was blank. SEI is filing […]
A Flock of Doves
When it comes to an economist’s view of inflation, it has historically been assigned a type of bird. Doves are used to describe economists that aren’t too concerned about inflation in the near term and therefore are supportive of more accommodative economic policies. Hawks are used to describe economists that are concerned about inflation and […]
2014 Final Contributions Deadline
As March draws to a close, we hope April will bring even sunnier, warm weather our way. Whatever the weather, April certainly brings us tax submission deadlines. For those of you eligible and planning to make final 2014 retirement plan contributions, we are requesting all contributions be received in our office by Monday April 6, […]