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MOORMAN, HARTING & CO.
MOORMAN HARTING  FINANCIAL SERVICES, LTD.

      Newsletters 

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 Tax Newsletters

 

Year End Tax Planning Newsletter - November 2009

Click here to read our November Newsletter - Includes Tax Changes for 2009, Retirement Plan and Depreciation limits, Mileage, and more

1st Time Homebuyer Credit - REVISED November 6, 2009

The First-Time Homebuyers credit, initially enacted in 2008, was extended on November 6,
2009, when President Obama signed into law the  “Worker, Homeownership, and Business Assistance Act of 2009.” This act not only extends the present credit, but expands the credit to apply to some taxpayers who have owned a home in the past.   Click here for more details

1st Time Homebuyer Credit
 If you have purchased a home after April 8, 2008 or plan to purchase one before before December 1, 2009, you could be eligible to receive up to $8,000.00!  Click here for more information.

 

College Education Credits
 Are you currently paying for your or your children's education?   Click here to learn about two credits that could save you money!
 

Energy Efficient Home Improvements
 Have you recently made any improvements to your home?  If these improvements qualify, you could claim a tax credit of up to $1,500.00  Click here to see what qualifies.

 

Sales Tax Deductions on New Vehicle Purchase
 Have you purchased a new vehicle after February 17th 2009?  If so, you could qualify for a sales tax deduction on your 2009 tax return.  Click here to see the details.

 

Don't Be Caught by the New IRS Withholding Tables!
 Recently, wage earners have seen their take home pay increase slightly due to legislation passed by President Obama known as the “Making Work Pay” tax credit.  However, there are many common categories of taxpayers that may have to pay the credit back when they file their 2009 tax return early in 2010.  Click here to read more.

 

Ohio Minimum Wage
 As of January 1, 2009, Ohio’s minimum wage became $7.30 per hour.  For more information on Ohio Minimum wage requirements. Click Here

 

Bonus Depreciation
 The recently enacted “American Recovery and Reinvestment Act of 2009” extended two popular business tax breaks that were previously set to expire at the end of 2008 – 50% first-year bonus depreciation and Section 179 asset expensing.  To find out more on these tax breaks click here.

 

Roth IRA Conversion
 Now may be a good time to consider a conversion to the Roth IRA.  Click Here to find out why.

 

 

 Financial Services Newsletters

Click Here to download Perspectives 1st Quarter 2010
Aligning Your Goals with the Current Financial Landscape

 

Recency Bias - June 2009
Can You predict what the future will bring by looking at the past when investing in the market?  Click here to find out more.


 Looking Ahead at the Market - May 2009
 At Moorman, Harting Financial Services, Ltd., we are actively helping our wealth management clients recover by setting a strategy to succeed in our current economic environment.  Are you preparing for the recovery?  Click here to read more.

 

Click Here to download Perspectives 4th Quarter 2009 
What do your Children Know About Building Wealth?
 

Click Here to download Perspectives 3rd Quarter 2009 
Is Your Retirement at Risk?

 

Click Here to download Perspectives 2nd Quarter 2009
Are Your Financial Promises Risk-Adjusted?

 

Click Here to download Perspectives 1st Quarter 2009
Sticking With Your Investment Plan During a Bear Market

 


Moorman, Harting & Company

 CERTIFIED PUBLIC ACCOUNTANTS

·    Purchasing/Selling a Business

● Business Start-Up Services

·    Farm Tax and Transfer Issues

●  Medical & Business Accounting and Tax

·    Business Consulting

·    Tax Planning & Preparation

·    Estate Planning

·    Payroll Processing

 

 

Moorman, Harting Financial Services, LTD

FINANCIAL ADVISORS

·    401 (K) Rollovers

●  IRA’s Roth & Traditional

●  Business Retirement Plans

·    SEP Plans                                                                     

·    Simple Plans                                                                 

·    College Planning   

●  Annuities - Variable & Fixed

·    Life & Disability Insurance                                                       

●  Long Term Care Insurance

·    Managed Accounts

●  Mutual Funds

●  Alternative Investments

                                         

YOUR COMPLETE WEALTH CARE FIRM

Call us or stop in at:

815 W. Main St., Coldwater                                   531 E. Market St., Celina
419-678-4814             www.MoormanHarting.com        419-586-6618


*Securities Offered Through 1st Global Capital Corp.  Member  FINRA/SIPC.
Investment Advisory Services offered through 1st Global Advisors, Inc.