News/Announcements for this meeting included the Birthdays of Herb Van Vliet and Trish 'the dish' Sheffield, as well as the Club Anniversaries of Carl Kulyk and Dan Rak.
This weeks meeting started out with a real bang as Joe Christoper and Todd Watts identified themselves as twins. How lucky can 2 guys be to find the same shirt at the DI!!!!!
Our guest and presenter this morning is one of our own. Mr. James E. Sippel who kept us on the edge of our seats by dispelling any/all myths about the tax changes for the year 2010 and beyond.
Jim's passion about financial planning and knowledge regarding the Internal Revenue Code was evident from the start. He provided us with detailed information about 2010 Tax Filing Deadlines, Individual Tax Rates, the allowed and quasi allowed Deductions and Exemptions as well as providing insight on how the current system of Capital Losses v Capital Gains needs to be re-engineered to better benefit the tax payers.
He also brought into the light a topic most of us don't wish to speak of and that is preparing a Tax Strategy and Estate Planning for financial security after your death.Jim, a Certified Financial Planner and Certified Public Accountant, maintains a local office known as Sippel & Company, P.C., and can be reached at (435) 656-8407
On a side note, we had a slight miss-communication with the Washington County Sheriff Search and Rescue members who also joined us today, however the presentation to them is scheduled for February 4, 2010. While with us, the representatives from WCSSAR gave us an update on certain WCSSAR members who have traveled to Haiti to assist in matters there.
Join us next week as St. George City Chief of Police Marlon Stratton will be joining us, unless you have any outstanding warrants against you. ;-) Following Chief Stratton it will be our pleasure to present the WCSSAR with specialized equipment that will greatly benefit the recipients of their efforts/service.
Thanks for your attendance today and for your Service above Self!!
Yours in Rotary,
-M Heiner
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