Newsletter Articles At Tedamonson & Perry, we feel that an informed client is our best client.  We know that there is a lot of information on the Internet and it can be difficult to determine what is valuable.   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.

Retaining Tax Information and Records Retaining and storing your income tax information and records is an important final step of your tax filing responsibility. This article contains information on the rules for keeping your tax records.   Substantiating Charitable Contributions As we approach year-end, many of us may need to catch up on our charitable contributions for a number of reasons in addition to a tax break. So, let's briefly review the IRS rules on deducting charitable contributions.   Traditional to Roth IRA Conversions Four years ago, the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) relaxed some restrictive rules preventing many taxpayers from converting a traditional IRA to a Roth IRA, but this favorable change was not effective until 2010.