As we move towards the close of 2013, you are likely busy preparing for the year-end, which includes strategies to minimize your taxable income. Money Tree’s financial planning software is fully deductible under Section 179 for 2013, meaning you can get financial planning software your practice needs today and a deduction for this year’s tax return. To make the timing even better, we have a special offer to split purchases evenly between November and December. You can also share in something good as Money Tree will be donating a percentage of November sales to charity (see Holiday Food Bank Donation article below!)
Advisors have been asking us about renewing their financial planning software before the year-end in order to include the deductible expense for this year’s books. If you are interested in pre-paying your renewal to capture the deduction for 2013, we are happy to help.
Product News: Making the Switch from TOTAL Desktop to Online – Common Questions Answered
Are you thinking about making the switch from TOTAL desktop edition to the online edition? Get the answers to your questions about making the switch and the information you need to make the best decision for your practice.
Events: Holiday Food Bank Donation
Money Tree makes an ongoing effort to give back to our community. We would love your help to make a BIG impact in helping feed families for the Holidays. We are donating a percentage of all November sales to local food banks. We look forward to sharing the results next month!
Tech Tip: Importing Money Tree files into TOTAL Online
You can quickly import Silver, TOTAL desktop, and Secure Online Planning Survey files into TOTAL Online. This tech tip will walk through an example of importing a Money Tree file into TOTAL Online.