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Tax Benefits of Giving
Heard, McElroy & Vestal, LLC
November 2011   Vol. 3 Issue 6 

Tax Benefits of GivingTax Benefits of Giving

Melissa Mitcham, CPA

Charitable giving not only allows you to feel good about donating; if you itemize your deductions, it permits you to claim a tax deduction as well.
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What Keeps You Awake At Night?

Monitoring the Health of Your Business Through Financial Statements

Connie Smallwood, CPA
 

What Keeps You Awake At Night?As a small business owner, the financial health of your business is forefront on your mind. The process of gathering information necessary to prepare financial statements can help you better analyze and monitor your current business situation...and just might help you sleep better at night.
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The Price is Right...Or Is It?

Rhonda Holland, CPA
 

That will soon be the burning question many employers who sponsor retirement plans will be asking in 2012 as a result of new regulations recently released by the Department of Revenue.
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IRA Qualified Charitable Distributions

IRA DistributionsStephanie Beauvais, CPA

Qualified charitable distributions can be a very effective tax strategy for those facing required minimum distributions from their traditional IRA.
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Jerrod Tinsley Selected 40 Under 40

Jerrod TinsleyJerrod Tinsley of Heard, McElroy & Vestal has been selected to receive the 2011 Northwest Louisiana 40 Under 40 award. The award honors area young professionals for their achievement, leadership, vision and community involvement. As audit manager, Jerrod works closely with clients in various capacities, most notably the annual audit of financial statements. He serves on the board of the Youth Enrichment Program and is a recent participant in both the Greater Shreveport Leadership and LANO Community Leaders programs. The full list of this year's 40 Under 40 honorees can be found on the Greater Shreveport Chamber of Commerce website.

Tax Treatment of Employee Cell Phones

In recently issued guidance the IRS clarified it will not require recordkeeping in order to receive tax-free treatment on the use of employer-provided cell phones.
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State Business Climate Ranks Nationally

Site Selection magazine ranked Louisiana the No. 7 business climate in the country - the state's highest ranking ever.
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Warning Issued Regarding Notification Received Via Mail

If you receive an "Annual Meeting Disclosure" notification from Louisiana Corporate Compliance, please disregard it. This is not an official government notification. Both the Louisiana Secretary of State and the Better Business Bureau have posted a warning stating Louisiana Corporate Compliance Business Services division is not affiliated or associated with Louisiana state government in any way.
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Employee
spotlight
 
Heard, McElroy & Vestal would like to congratulate the following employees on their recent promotions:

Promoted to Manager
Liz Killough, CPA
Tax Department
Dorothy Morgan, CPA
Tax Department
Jerrod Tinsley, CPA, CFE
Audit Department

Promoted to Senior
Dominic Mainiero, QKA
Retirement Services Specialist

Promoted to In-Charge
Steve Cragon
Retirement Services Specialist
Nathan Harvey, CPA
Audit Department
Stephanie Jordan
Retirement Services Specialist
Drew Pendarvis, CPA
Tax Department
Brandi Watts
Tax Department


Geaux Tigers!
HMV employees paid good money for the opportunity to sport their Purple & Gold before the LSU/Alabama game. All donations received will be given to the Food Bank...and the lady in red is now looking for a job.
Geaux Tigers
Copyright © 2011 Heard, McElroy & Vestal, LLC, All rights reserved.


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IRS Circular 230 Disclosure: To ensure compliance with U.S. Treasury Regulations governing tax practice, we inform you that any U.S. federal tax advice contained in this communication, including any appendices, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any penalties under U.S. federal tax law, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.