Dixon & Company CPAs and Wealth Managers*

In Business to Help You With Your Finances



 

 

 



“Quality is not an act. It is a habit.”


~Aristotle


 


You can be assured we will do all we can to help you achieve financial independence. The needs of our clients are a constantly moving target. We are continuously looking for resources that will help you meet tomorrow’s challenges. Please look at the tools on our site to help improve your financial knowledge.


 

 

 



Please note: We send important e-mails in bulk via cdixon@dixonco.com or ldixon@dixonco.com.  Please make sure your e-mail box does not send us to junk.  If you would like to be added to our postal or e-mail newsletter please e-mail us at ldixon@dixonco.com.  In addition, if you have had any changes in your personal information please e-mail those corrections to ldixon@dixonco.com or give us a call.


                                            

 

 



 

 

 



 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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