Yearly Archives: 2018

Long Term Care Presentation Tues, Nov 13th 6pm

 

Long Term Care Presentation

Tuesday, November 13th 6pm

Long Term Care Nov 13

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Long Term Care Presentation Wed, Nov 14th 12:00 pm

 

Long Term Care Presentation

Wednesday, November 14th 12:00 pm

Long Term Care Nov 14

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39th Annual Carter Investment Conference

 

39th Annual Carter Investment Conference

Saturday October 20th 9 a.m. – 3 p.m.

Carter Investment Conference

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Social Security Presentation Thursday, May 10th 6 – 7:30 pm

Social Security Presentation Thursday, May 10th 6 – 7:30 pm

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2018 Annual Shred Day

Annual Shred Day 2018
Saturday, April 21
8:30‐11:30 a.m.

This is a complementary service providing the opportunity to safely dispose of your no longer needed documents.

The following information is meant to serve as a guide for determining which documents are appropriate to retain and those that may safely be destroyed:

Tax Return – Keep seven years.
The IRS has up to three years to audit your filed returns; they may go back six years in suspected fraudulent cases.

Paycheck Stubs – Keep one year.
Once you receive your annual W‐2, ensure it matches up with your information and then shred your stubs. Keep the W‐2 with your filed tax return.

IRA Contributions – Keep permanently.

Bank Records – Keep at least one year.

Brokerage Statements – Keep at least one year.
Keep your annual statements until you sell the securities. Keep all sale and purchase confirmations that will not be reflected on your statements for the specific tax year.

Retirement Savings Plan Statements – Keep annual summaries until you retire or close the account.

Bills – Keep one year.
However, for larger purchases (jewelry, cars, computers), bills should be kept in your insurance file for proof of their value.

House Records – Keep six years or permanently.
All records documenting the purchase price and the cost of permanent improvements should be kept as long as you own the property. All records of expenses related to buying and selling the property should be kept for at least six years after the final sale.

Credit Card Receipts/Statements – Keep for a month or until they have been reconciled.
Keep receipts until the monthly statement arrives. Shred the receipts if the two match up. Keep the statements if tax‐related expenses are documented. Otherwise, shred the statement.

Insurance & Estate Planning Documentation – Keep while in force or effective.

This list may not be a complete description of the documents available for shredding or corresponding retention requirements.

Estate Planning Presentation Tuesday, April 10th 8-9 am

Estate Planning Presentation Tuesday, April 10th 8-9 am

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2018 Client Appreciation Event

2018 Client Appreciation Event – Springtime at the Arboretum
Thursday, April 5, 2018 6-10 pm
The Dallas Arboretum and Botanical Garden – DeGolyer Estate

2018 Client Appreciation Event

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Taxes: New code, new strategies

Quarterly Conference
Thursday March 8, 2018
The event will be held at the Hilton Dallas/Park Cities at 6:30pm on March 8th

Taxes: New code, new strategies

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