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Event Calendar



Business Development Seminar

 The Firm is scheduling a seminar to introduce its business development service to clients and friends.

 Unlike the normal accounting or tax services provided by the firm, this consulting service utilizes specialized software and programs designed to make you aware of your business' strengths and weaknesses from the perspective of your customers or clients.

 If you would be interested in attending this type of seminar, let us know by reaching us at info@baileymoore.com.

Annual Seminar

 The firm is planning its tax seminar series, which will be provided to other professionals, the business community and individuals.

 If you would be interested in attending, please contact us at (203)397-7700 or at info@baileymoore.com. We will place you on our mailing list. Also indicate those matters which would be of interest to you in such a discussion.

Roth IRAs and Conversions

 In 1998, converting regular IRAs to Roth IRA was a hot topic. One would be able to obtain the advantages of a Roth IRA in the future. While the converted IRA would be subject to tax, the tax was deferred over four years.

 While conversions made in 1999 and later do not get the benefit of a 4-year spread of the tax., conversions to Roth IRAs can still make sense. However, one must make a careful analysis of the benefits and costs to determine if such a conversion meets your situation.

 Much of the analysis done by other companies have failed to take all factors into account. We have developed our own software program so as to analyze whether a conversion to a Roth can be of benefit to our clients. If you wish a consultation, reach us at (203) 397-7700 or contact us at info@baileymoore.com

 

info@baileymoore.com