An informed client is our best customer. Dunbar, Breitweiser & Company, LLP strives to keep clients informed. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. The following articles contain information on tax strategies, financial planning, and investments. You will need Adobe Acrobat Reader to view the articles. To get the latest version of the reader, click on the image below.   Current Tax Impact: March/April Other Supplemental Articles: Roth IRA Conversion Planning IRS Audit Initiative   Prior Tax Impact: November/December 2009 September/October 2009 July/August 2009 May/June 2009 March/April 2009   If you would like to receive a private e-mail announcing each new edition, please send an e-mail:       1.    To contact@dbc-llp.com      2.    Include "Tax Impact List" in the subject      3.    Your name and (if applicable) company in the body of the e-mail Below are some other articles that you may find of interest.

American Opportunity Credit For tax years beginning in 2009 and 2010, the Stimulus Act includes taxpayer-friendly modifications to the Hope Scholarship higher education tax credit (Hope Credit).   Deducting Fraudulent Investment Scheme Losses In spite of diligent efforts by regulatory organizations to prevent fraudulent investment schemes, unscrupulous individuals and firms continue to find ways to manipulate the system and defraud unwary investors.   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.