Veros News

Welcome, Zach!

Zach Kubly recently joined Veros Partners as a Business Consulting Manager.  Zach will be assisting in various consulting projects, as well as helping with business tax preparation.  We will have Zach's full bio added to our website very soon, so be sure to check back!

In the meantime, you can reach Zach at zakubly@verospartners.com or call him at (317) 781-9300 extension 745.

Blog

Plan to Get Away to Plan

December 5, 2011

 

Tax Loss Harvesting

November 30, 2011

 

This and That on Roths (Parts I and II)

November 14, 2011

November 15, 2011

 

Read More

This email was sent to [email address suppressed] by Imahan@verospartners.com

If you are no longer interested, you can unsubscribe instantly

If you have questions about any of the topics covered in this newsletter, please contact Veros Partners.

P: 317-781-9300
F: 317-781-9301

5955 S. Emerson Ave.
Suite 500
Indianapolis, IN 46237

Knowledge for Today

creating tomorrow together

Q&A for Year-End

As 2011 comes to a close, the annual scramble is on to nail down everything and make sure the year ends on a good note. Read on for our Q&A session!

A Christmas Gift for All Indiana College Savers

The Indiana 529 Plan Credit

In the current investment environment, any investor would welcome the opportunity to capture a 20% return, right?  For Indiana, the ability to do so is simple!  Read on to find out how.

Our 2011 Charitable Update

We have been busy collecting items for Mended Little Hearts to help them put together care packages for families of children who are in hopsitals undergoing heart surgeries.  

We have also recently donated to the United Way United Christmas Service and will soon be making our large donation to our selected organization this year, the International Children's Heart Foundation (ICHF).  

If there is a charitable organization or cause that you are interested in, participate in, or would like to share with us, please email us at vp@verospartners.com.  Identify yourself, your cause, and how you would like for us to be involved!  

 

Stay on Track

Charitable Giving

Did you know that 89% of Amercian households give to charity?  According to Network for Good, their gifts average 3.2% of their income, which is about $1,620 annually.  

Many of us have certain charitable organizations which we like to support each year with our time and money.  We've found a good place to go to help us see where our donated money is going and to help you do your research on your preferred charitable organization.  It's called Charity Navigator.  

Once you've done your research, the site even allows you to donate to your chosen organization with just the click of a button. 

So if you're searching for a great gift idea this year, head over to Network for Good to purchase your "Good Card."  The Good Card is a gift card with stored value that can be redeeemed as a donation to any of more than 1.2 million charities.  This means you choose the amount, the lucky recipient of the Good Card chooses the cause!