Castleberry & Associates PC

Because we care!!
 Home    rccpa@castleberrycpa.com
· Welcome
· Our Firm
· Contact Us
· Our Staff
· Planning Tools
· Calculators
· Track Refund
· Links
· Services
· Newsletter
· Links
· Questionnaire
· Survey
· Careers
· Roth Conversions

At Castleberry & Associates PC, we know that an informed client is our best customer. And the Internet is a great education resource, with endless amounts of information just a click or two away.

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.
 
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.
 
Homebuyer Credit Extended and Expanded
The First-time Homebuyer Tax Credit (Credit) allows new homeowners the opportunity to receive a tax credit of up to $8,000 to help them purchase a home. The Credit was originally set to expire on December 1, 2009, but was recently extended and expanded.