Here at The Woods Financial Group, Ltd. we feel that an informed client is our best customer. We know there is a lot of information on the Internet and it can be tough to determine what is valuable. That is why we have selected the following article(s) for you to view. Fall_Newsletter.PDF Winter_Newsletter.PDF Business_Edition_Summer_2010.PDF  Business_Edition_Winter_2011.PDF

Retaining Tax Information and Records Retaining and storing your income tax information and records is an important final step of your tax filing responsibility. This article contains information on the rules for keeping your tax records.   Substantiating Charitable Contributions As we approach year-end, many of us may need to catch up on our charitable contributions for a number of reasons in addition to a tax break. So, let's briefly review the IRS rules on deducting charitable contributions.   Traditional to Roth IRA Conversions Four years ago, the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) relaxed some restrictive rules preventing many taxpayers from converting a traditional IRA to a Roth IRA, but this favorable change was not effective until 2010.