CWR Monthly is a monthly newsletter published by CWR Financial Services, LLC for our clients and friends. It is intended to provide general information and commentary on tax, accounting, and financial planning issues that most of us face on a day to day basis. Our newsletter is written for a general audience and should not be construed as legal, tax, accounting or investment advice. Please click here if you would like to receive our FREE newsletter by email.

Past editions of our newsletter are listed below. All of our newsletters are Adobe PDF files. If you do not have Adobe Acrobat Reader installed on your computer, please click here to download the FREE Acrobat Reader.

2012 Newsletters

January 2011 Uncertainty: The Watchword for 2012

2011 Newsletters

December 2011 Checklist for Preparing Income Tax Return November 2011 Countdown To The End of The Tax Year October 2011 Tax Planning 101: Step Five September 2011 Tax Planning 101: Step Four August 2011 Tax Planning 101: Step Three July 2011 Tax Planning 101: Step Two June 2011 Tax Planning 101 May 2011 Identity Theft Even Affects Taxpayers April 2011 Late Filing Season Tax Tips March 2011 Mid Filing Season Tax Tips February 2011 Early Filing Season Tax Tips January 2011 Delayed Returns

2010 Newsletters

December 2010 No New Taxes! November 2010 Hope Returns October 2010 Fall Kickoff II September 2010 Fall Kickoff August 2010 Wait And See July 2010 Summer Daze June 2010 Quiet Days May 2010 2010 Tax Planning April 2010 Late Filing Season Tax Tips March 2010 Mid Filing Season Tax Tips February 2010 Early Filing Season Tax Tips January 2010 2010 Exemption on ROTH conversion cap

2009 Newsletters

December 2009 Last minute ways to reduce your tax liability for 2009 November 2009 2009 Tax Information October 2009 Major Tax Initiatives for 2009 September 2009 Extending the horizon of our financial future August 2009 Searching for a clear path in our journey for financial security July 2009 Evaluating the financial and tax consequences of decisions made June 2009 How the 2009 Stimulus Plan Affects Us May 2009 Tax Planning April 2009 Late Filing Season Tax Tips March 2009 Mid Filing Season Tax Tips February 2009 Early Filing Season Tax Tips January 2009 Worker, Retiree, and Employer Recovery Act of 2008

2008 Newsletters

December 2008 12 Last minute ways to reduce your tax liability for 2008 November 2008 Financial Decisions in the Current Down Market October 2008 Emergency Economic Stabilization Act of 2008 September 2008 Variable Annuities August 2008 Reverse Mortgages July 2008 "We, The People..." June 2008 To Roth or Not To Roth May 2008 Tax Planning April 2008 More IRS TAX TIPS! March 2008 Busy, Busy, Busy February 2008 IRS January 2008 TAX TIPS January 2008 Learn about the new "Tax Increase Prevention Act of 2007"

2007 Newsletters

December 2007 Collecting information to prepare your tax returns November 2007 12 last minute ways to reduce your tax liability for 2007 October 2007 Improving Your Credit Score September 2007 Identity Theft August 2007 Planning for College July 2007 Getting Out of Debt! June 2007 Goal Setting for your financial future May 2007 Begin to maximize your deductions for 2007 April 2007 It's Crunch Time March 2007 Busy, Busy, Busy February 2007 Tax Tips From The I.R.S. January 2007 Tax Relief And Health Care Act Of 2006

2006 Newsletters

January 2007 Tax Relief And Health Care Act Of 2006 December 2006 Assembling Tax Return Information November 2006 Maximize Your Deductions for 2006 October 2006 Additional Deduction Options September 2006 Creating & building a Personal Finance Emergency Fund. August 2006 Planning For Retirement Part III July 2006 Planning For Retirement Part II June 2006 Planning For Retirement Part I May 2006 Maximize your deductions for 2006 April 2006 It's Crunch Time! March 2006 Busy, Busy, Busy! February 2006 IRS January 2006 Tax Tips January 2006 Record Keeping for Individuals

2005 Newsletters

December 2005 2005 Tax Organizer November 2005 10 Last minute ways to reduce your tax liability for 2005 September-October 2005 Major Tax Relief Provisions for Taxpayers affected by Hurricane Katrina and Hurricane Rita August 2005 Frequently Asked Questions Part IV July 2005) Frequently Asked Questions Part III June 2005 Frequently Asked Questions Part II May 2005 Frequently Asked Questions April 2005 March 2005 Tax Tips March 2005 February 2005 Tax Tips February 2005 January 2005 Tax Tips January 2005 Record Keeping for Individuals

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