...Performance Management at Perelson Weiner LLP1 Jan Bell Babson College Alfred J. Nanni, Jr Babson College Introduction and entrepreneurs. (See Exhibit 3 for a description of PW’s business.) PW’s business development is relationship-based; the firm doesn’t advertise for business. Instead, personnel develop long-term relationships with clients. These relationships typically start with tax return or financial statement preparation and then grow to include services that provide value to the client in other ways. Weiner explains his client focus this way: “We don’t seek short-term transactional services; we want to spend our time developing client relationships that last 40 years rather than seeking one-time opportunities.” To ensure that clients receive value from PW’s services, Weiner insists that personnel have unique expertise before offering services to clients. PW’s expertise and its ability to add unique value lie in providing traditional tax preparation, accounting, and auditing services, which are then enhanced by meaningful proactive business and tax consulting advice. Weiner has made a strategic decision to focus on these sources of client value plus one other sort of advice. With a New York City location, Weiner feels that PW can also add value for its clients by assisting them in the selection of the best specialized professional service firms in other areas. For example, PW personnel help clients find the best asset management firms and...
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...Introduction: H&R Block (H&R) is a leading company in tax preparation industry. Risk management is very important in the competitive tax service industry. The purpose of this report is to analyze H&R's macro- environment using STEEP model and identify the potential threats. Social: According to statistic Canada, the death rate will be over birth rate in the following years. Less population will results in less requirements to file tax return. Another factor which can't be ignored is immigration. Statistic Canada predicted that before year 2056, immigrant will be the main source of annually 1% population growth. This will create a demand for bi-lingual employee who can speak the immigrants' native language. Also, the components of the immigration is very important. For example, the company needs to train staff regarding foreign income in an area with a lot of investment immigrants. Re-target market segment is very important for H&R, especially in a city like Toronto. Technological: During the recent years various software make DIY tax filing very convenient and less expensive. To compete with this, H&R developed their own software and put them on the market. After years of development, "block at home" is one of the leading software on the market. But with more and more free software emerging, H&R block still face severe competence. To maintain their tradition tax service competitive advantage, H&R guaranteed that company will reimburse the penalty and interest from CRA...
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...Financial Aid Office 2012–2013 Verification Worksheet Independent Student Your 2012–2013 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm the information you reported on your FAFSA. To verify that you provided correct information the financial aid administrator at your school will compare your FAFSA with the information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the financial aid administrator at your school. Your school may ask for additional information. If you have questions about verification, contact your financial aid administrator as soon as possible so that your financial aid will not be delayed. A. Independent Student’s Information _____________________________________________________________ Student’s Last Name Student’s First Name Student’s M.I. _____________________________________________________________ Student’s Street Address (include apt. no.) _____________________________________________________________ City State Zip Code _____________________________________________________________ Student’s Home Phone Number (include area code) ____________________________________ Student’s Social Security Number ____________________________________...
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...Golden West Community College 15744 Golden West St. Huntington Beach, CA 92647 Fax: 714-895-8997/e-mail: finaid@gwc.cccd.edu 2012–2013 Independent Verification Worksheet Your 2012–2013 Free Application for Federal Student Aid (FAFSA) was selected for review called verification. The law says that before awarding Federal Student Aid, we may ask you to confirm the information you reported on your FAFSA. You must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to the financial aid office. Your school may ask for additional information. A. Student’s Information _____________________________________________________________ Student’s Last Name Student’s First Name Student’s M.I. _____________________________________________________________ Student’s Street Address (include apt. no.) _____________________________________________________________ City State Zip Code ____________________________________ Student’s Social Security Number (required) ____________________________________ Student GWC ID # (if you have one) ____________________________________ Student’s phone # B. Student’s Family Information List below the people in your household. Include: Yourself. Your spouse, if you are married. Your children, if any, if you will provide more than half of their support from July 1, 2012, through June 30, 2013, or if the child would be required to provide your information if they were completing a FAFSA for 2012–2013...
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...Independent Student - Tracking Group V1 ϮϬϭϰʹϮϬϭϱ sĞƌŝĨŝĐĂƚŝŽŶ tŽƌŬƐŚĞĞƚ Your 201ϰ–201ϱ Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. &ĞĚĞƌĂů ƉŽůŝĐLJ says that before awarding Federal Student Aid, we may ask you to confirm the information you reported on your FAFSA. To verify that you provided correct information, ^ƚƌĂLJĞƌΖƐ ^ƚƵĚĞŶƚ &ŝŶĂŶĐŝĂů ^ĞƌǀŝĐĞƐ ;^&^Ϳ ƚĞĂŵ will compare your FAFSA with the information on this worksheet and with any other required documents. If there are differences, your FAFSA information may need to be corrected. You must complete and sign this worksheet, attach any required documents, and submit the form and other required documents to your ĐĂŵƉƵƐ ƵƐŝŶĞƐƐ KĨĨŝĐĞ͘ zŽƵƌ ĐĂŵƉƵƐ may ask for additional information. If you have questions about verification, contact your ĐĂŵƉƵƐ ƵƐŝŶĞƐƐ KĨĨŝĐĞ as soon ĂƐ ƉŽƐƐŝďůĞ ƐŽ that your financial aid will not be delayed. A. Independent Student’s Information Student’s Last Name Student’s First Name Student’s M.I. Student’s Street Address (include apt. no.) City Student’s SŽĐŝĂů ^ĞĐƵƌŝƚLJ EƵŵďĞƌ Student’s Date of Birth State Zip Code Student’s Home Phone Number (include area code) Student’s Email Address Student’s Alternate or Cell Phone Number B. Independent Student’s Family Information List below the people in ƚŚĞ household. Include: x x x x dŚĞ ƐƚƵĚĞŶƚ. dŚĞ ƐƚƵĚĞŶƚΖƐ spouse, if ƚŚĞ ƐƚƵĚĞŶƚ ŝƐ married. dŚĞ ƐƚƵĚĞŶƚΖƐ Žƌ ƐƉŽƵƐĞΖƐ children, if ƚŚĞ ƐƚƵĚĞŶƚ...
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...income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. Exemption from withholding. If you are exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2014 expires February 17, 2015. See Pub. 505, Tax Withholding and Estimated Tax. Note. If another person can claim you as a dependent on his or her tax return, you cannot claim exemption from withholding if your income exceeds $1,000 and includes more than $350 of unearned income (for example, interest and dividends). Exceptions. An employee may be able to claim exemption from withholding even if the employee is a dependent, if the employee: • Is age 65 or older, • Is blind, or • Will claim adjustments to income; tax credits; or itemized deductions, on his or her tax return. The exceptions do not apply to supplemental wages greater than $1,000,000. Basic instructions. If you are not exempt, complete the Personal Allowances Worksheet below. The worksheets on page 2 further adjust your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earners/multiple jobs situations. Complete all worksheets that apply. However, you may claim fewer (or zero) allowances. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages. Head of household. Generally, you can claim head of household filing status on your tax return only...
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...withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. Exemption from withholding. If you are exempt, complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2013 expires February 17, 2014. See Pub. 505, Tax Withholding and Estimated Tax. Note. If another person can claim you as a dependent on his or her tax return, you cannot claim exemption from withholding if your income exceeds $1,000 and includes more than $350 of unearned income (for example, interest and dividends). Basic instructions. If you are not exempt, complete the Personal Allowances Worksheet below. The worksheets on page 2 further adjust your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earners/multiple jobs situations. Complete all worksheets that apply. However, you may claim fewer (or zero) allowances. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages. Head of household. Generally, you can claim head of household filing status on your tax return only if you are unmarried and pay more than 50% of the costs of keeping up a home for yourself and your dependent(s) or other qualifying individuals. See Pub. 501, Exemptions, Standard Deduction, and Filing Information, for information. Tax credits. You can take projected tax credits into account in figuring...
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...Checklist For 2008 Tax Return Filed On Standard Forms Prepared on: 06/14/2009 11:09:19 pm Return: C:\Users\David\Documents\TaxCut\Gloria Ramsay 2008 Tax Return.T08 To file your 2008 tax return, simply follow these instructions: Step 1 - Sign and date the return If your return is signed by a representative for you, you must have a power of attorney attached that specifically authorizes the representative to sign your return. To do this, you can use Form 2848, Power of Attorney and Declaration of Representative. Step 2 - Assemble the return These forms should be assembled behind Form 1040A --U.S. Individual Income Tax Return - Schedule 2 - Form 8812 Staple these documents to the front of the first page of the return: Form W-2: Wage and Tax Statement 1st (News Shopping Network) Step 3 - Mail the return Mail the return to this address: Department of the Treasury Internal Revenue Service Center Austin, TX 73301-0015 We recommend that you use one of these IRS-approved methods to send your return. Retain the proof of mailing to avoid a late filing penalty: - U.S. Postal Service certified mail. - DHL Same Day Service, Next Day 10:30 am, Next Day 12:00 pm, Next Day 3:00 pm, or 2nd Day Service. - FedEx Priority Overnight, Standard Overnight, 2Day, International Priority, or International First. - United Parcel Service Next Day Air, Next Day Air Saver, 2nd Day Air, 2nd Day Air A.M., Worldwide Express Plus, or Worldwide Express. Step 4 - Keep a copy Print a second copy of the return for your records...
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...Verification Worksheet/Independent A. Student Information Last Name First Name MI Last 4 digits of SSN IRN B. Family Information 1. In the table below, list the names of all family members that you (and/or your spouse) will support between July 1, 2009 and June 30, 2010. Include: • • • Yourself Your spouse Your children, if you will provide more than half of their support from July 1, 2009 through June 30, 2010, even if they do not live with you. Include other people as part of your family only if: • They now live with you, and you provide more than half of their support and will continue to provide more than half of their support from July 1, 2009 through June 30, 2010. 2. In the table below, next to the names of those listed from step one above, write in the names of the college for any household member, excluding your parent(s)/step-parent(s), who will be attending/enrolled in a degree or certificate program at a Title IV eligible college at least half-time between July 1, 2009 and June 30, 2010. Full Name Age Relationship to Student College and/or University Name WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both. AFA Page 1 of 2 v4 05/01/2010 2009-2010 Financial Aid Verification Worksheet/Independent C. Tax Forms and Income Information 1. Attach a copy of your (and spouses) signed 2008 federal income tax return to this verification worksheet (required...
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...T C L E A R L Y Income Tax Return for Single and Joint Filers With No Dependents (99) Your first name and initial Last name 2010 OMB No. 1545-0074 Your social security number Alexander M. If a joint return, spouse’s first name and initial Jones Last name Apt. no. 4 0 5 6 4 8 0 9 8 Spouse’s social security number Home address (number and street). If you have a P.O. box, see instructions. 1330 W. Fargo City, town or post office, state, and ZIP code. If you have a foreign address, see instructions. ▲ Make sure the SSN(s) above are correct. ▲ Chicago, Illinois 60626 Checking a box below will not change your tax or refund. ▲ Check here if you, or your spouse if a joint return, want $3 to go to this fund . 1 Wages, salaries, and tips. This should be shown in box 1 of your Form(s) W-2. Attach your Form(s) W-2. Taxable interest. If the total is over $1,500, you cannot use Form 1040EZ. . ▶ You 1 2 3 4 Spouse 52,000 300 Income Attach Form(s) W-2 here. Enclose, but do not attach, any payment. You may be entitled to a larger deduction if you file Form 1040A or 1040. See Before You Begin on page 4. 2 3 4 5 Unemployment compensation and Alaska Permanent Fund dividends (see page 11). Add lines 1, 2, and 3. This is your adjusted gross income. If someone can claim you (or your spouse if a joint return) as a dependent, check the applicable box(es) below and enter the amount from the worksheet on back. You Spouse If no one...
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...FORM VA-4 COMMONWEALTH OF VIRGINIA DEPARTMENT OF TAXATION PERSONAL EXEMPTION WORKSHEET (See back for instructions) 1 1. you wish to claim yourself, write “1”............................................................... ________________ If 2. you are married and your spouse is not claimed If 0 n his or her own certificate, write “1”................................................................ ________________ o 3. Write the number of dependents you will be allowed to claim 0 your income tax return (do not include your spouse).................................... ________________ on 1 4. Subtotal Personal Exemptions (add lines 1 through 3)...................................... ________________ 5. Exemptions for age 0 (a) I _f you will be 65 or older on January 1, write “1”................................... ________________ (b) I _f you claimed an exemption on line 2 and your spouse 0 w _ ill be 65 or older on January 1, write “1”............................................. ________________ 6. Exemptions for blindness 0 (a) I _f you are legally blind, write “1”............................................................ ________________ (b) I _f you claimed an exemption on line 2 and your 0 s _ pouse is legally blind, write “1”............................................................ ________________ 0 7. Subtotal exemptions for age and blindness (add lines 5 through 6).....
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...Return 1 Harold and Sarah’s Federal Return Carla Sroufe ACC401 Christine Errico October 15, 2012 Return 2 Harold and Sarah’s Federal Return To complete Harold and Sarah’s Federal tax return, Form 1040 was the form that was chosen when using Tax Act CD. Form 1040 or 1040A are the forms that are required when itemizing deductions. The Petersan’s have many deductions that may help them reduce the tax they owe. I used Schedule A to report the sale of the house, medical expenses, and the mortgage interest. The medical expenses are the medical insurance that both Sarah and Harold had contributed through payroll payments. They both contributed $1,347 which equals $2,694. The real estate taxes are the taxes paid on the property for the year which was $1,500. The mortgage interest was also reported on Schedule A in the amount of $14,400. The total for Schedule A on line 40 is $18,014. The adjusted AGI for Harold and Sarah is $90,916. After subtracting the itemized deductions, the amount is $72,902. I used Form 2441 to configure the Child and Dependent Care expenses. This form helped to configure how much the Petersan’s can report for child care expenses. The maximum amount that can be considered out of the $10,320 is $3,000 for a qualified dependent. With consideration of the AGI, the decimal amount .20 was used to determine the amount that is allowable for the child care expenses. The total amount that the Petersan’s can report is $3,000 multiplied...
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...FAFSA on the Web Worksheet www.fafsa.gov 2014 – 2015 APPLICATION DEADLINES Federal Deadline - June 30, 2015 State Aid Deadlines - See below. DO NOT MAIL THIS WORKSHEET. The FAFSA on the Web Worksheet provides a preview of the questions that you may be asked while completing the Free Application for Federal Student Aid (FAFSA ) online at www.fafsa.gov. SM Pay attention to the symbols that may be listed after your state deadline. AK AR Check with your financial aid administrator for these states and territories: AL, AS *, AZ, CO, FM *, GA, GU *, HI *, MH *, MP *, NE, NM, NV*, PR, PW *, SD *, TX, UT, VA *, VI *, WI and WY *. You must complete and submit a FAFSA to apply for federal student aid and for most state and college aid. Write down notes to help you easily complete your FAFSA anytime after January 1, 2014. See the table to the right for state deadlines. Your application must be submitted by midnight Central time. Also pay attention to the symbols that may be listed after your state deadline. Check with your high school counselor or your college’s financial aid administrator about other deadlines. The Federal deadline is June 30, 2015. CA CT DC • • • This Worksheet is optional and should only be completed if you plan to use FAFSA on the Web. Sections in purple are for parent information. This Worksheet does not include all the questions from the FAFSA. The questions that are included are ordered as they appear on FAFSA on the Web. When you are...
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...form) 1. Total number of allowances you are claiming (From Line F of the Personal Allowances Worksheet on Page 2) 2. Additional amount, if any, you want withheld from each pay period (Enter whole dollars) , .00 Check Here Check Here 3. I certify that I am not subject to North Carolina withholding because I meet the following two conditions: • Last year I was entitled to a refund of all State income tax withheld because I had no tax liability; and • This year I expect a refund of all State income tax withheld because I expect to have no tax liability. 4. I certify that I am not subject to North Carolina withholding because I meet the requirements of the Military Spouses Residency Relief Act and I am legally domiciled in the state of ____________________________________________. (Enter state of domicile) If line 3 or line 4 above applies to you, enter the year effective 20 and write “EXEMPT” here 5. I certify that I no longer meet the requirements for exemption on line 3 or line 4 (Check applicable box) Therefore, I revoke my exemption and request that my employer withhold North Carolina income tax Check Here based on the number of allowances entered on line 1 and any amount entered on line 2. CAUTION: If you furnish an employer with an Employee’s Withholding Allowance Certificate that contains information which has no reasonable basis and results in a lesser amount of tax being withheld than would...
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...[pic] TERM PAPER ON INVESTMENT THEORY Submitted To Rafiqul Matin Course Instructor Investment Theory East West University Submitted By A. K. M. Mamunur Rashid ID # 2011-2-90-005 Md.Reza-E- Mostafa ID # 2011-3-90-010 Md. Rakibul Islam ID # 2011-1-90-011 Sabiqun Nahar ID # 2011-1-90-005 Date of Submission: 11th December, 2012 LETTER OF TRANSMITTAL December 11, 2012 Md. Rafiqul Matin Course Instructor Investment Theory East West University Dear sir, The term paper writing in the assigned topic by you is a part if the course, Investment Theory to judge our understanding. In response to that our group prepared this report. As you will see this report tries to find out the term paper on the of the analysis of Investment Theory & Market Investment you asked us to conduct. Our study reveals some specific trends of how DSE basically operates it’s functions. Based on annual report and website of DSE, we have tried to find out the security trade functionality of 10 individual stocks regarding different category & sectors. According to it’s process, It will help you to understand the prevailing perception of how the securities are traded considering all factors & what steps DSE usually takes to maintain the whole trade functions. Thanks for giving us the opportunity to work on this report. It’s been a real education for us. If you have any question to ask us, please...
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