Kenneth Klein

Additional Information

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Topics

American Taxpayer Relief Act (ATRA) of 2012

2010 Tax Relief Job Creation Act of 2010

Extension of Bush-era tax cuts, payroll tax relief & estate tax compromise

Download Tdameritrade Stock Sales

Download Stock Sales

Directions Auto, Subway , Bus

Directions Auto. Subway, BUs

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Client Advisor

Smart Finance

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.