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Surgent McCoy Client Alerts
Individual Tax Topics

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1. Declining Interest Rates and a Falling Stock Market Can Offer Tax Advantages
2. High-Income Taxpayers Face a Significantly Increased Chance of an IRS Audit.
    How Can You Reduce Your Risk?
3. Helping Your Children or Grandchildren to Buy a House
4. Maximizing Your Retirement Contributions in 2008
5. Converting Your Traditional IRA to a Roth IRA: New Planning Opportunities
6. The Best Way to Save for College: Setting Up A §529 Plan
7. The Smartest Tax Planning Moves for the Middle-Income Taxpayer
8. When Is It Best to Claim Your Social Security?
9. Charitable Contributions: Proper Documentation Can Smooth the Way
10. Do You Have Enough Life Insurance? Most People Don’t
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