July Newsletter, Vol 1, Issue 2

In this issue we want to go over some "house keeping" items with you and also discuss a very important new tax law that requires you to give us permission to send you tax advice, newsletters, etc. With this, we have included a copy of our privacy policy to assure you that we do not disclose your personal information. We would also like to invite you to one of our breakfast meetings where we will discuss internal controls.

Kristy Dandridge - Editor

You may have noticed a lapse in the Palius + O'Kelley newsletters; this is due to a modification to Treas. Reg. section 301.7216 that recently went into effect. Because of this modification, we need to have your written consent to send you various firm newsletters, invitations, etc. We would like to request that you sign the opt-in enclosed so that we can continue to send you updates on new tax laws, business tips, event invitations, etc. If you own a business please sign both sides.

Read more of the newsletter in the attached pdf below.