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    Information letters updating client

    Mid Year Update Friends, I hope each of you have had a tremendous start to the summer.

    I’d like to provide a brief update on things happening around our Firm, along with some commentary on the global markets and their impact on our portfolios.

    Morningstar’s is based on the premise that good stewards are more likely to provide shareholders a better experience than poorer stewards.

    A few of the factors that impact this award are disclosure, quality of communication, compliance, performance, and others.

    Below are the items that Friedman & Perry, CPA's thinks are the most relevant and important to our clients.

    Click below to find more information on: Effective January 2011, the IRS has eliminated Federal Payroll Tax deposit coupons.

    information letters updating client-52information letters updating client-35information letters updating client-62

    Our website is filled with useful tax tips and guides.That should give you enough time to perform all of the following functions before you distribute your letter.Deliver your business relocation letter three weeks prior to your move date.When the Threat and Risk Assessment and Code Review are complete, potential security issues found, if any, will be addressed prior to implementation.will concurrently implement addition of royalty reporting for mix products on the Electronic Submission Website.When amending our example letter templates, copy the text into a plain document or your client's own headed template and fill in the date and contact details of the member of staff being written to.When using our example ‘letter template for staff who are being enrolled’, your client must also include the document entitled ‘insert to accompany letter template for those enrolled’.Please note: these example letter templates have been updated to reflect information provision changes which came into effect on 6 April 2017.Your clients can still amend the previous example letter templates if they have already downloaded them, but they must remain updated and amended in line with the automatic enrolment earnings threshold.This information letter provides an update on the status, additional changes and implementation time line of changes to the Indian Oil and Gas Canada (IOGC) Electronic Submission Website.The previous information letter of January 2014, available on is awaiting completion of both a Threat and Risk Assessment and a Code Review to ensure that the Electronic Submission Website is secure when the changes are implemented.Direct exposure to Dimensional’s operation helps our team members better explain to our clients the investment principles we so strongly believe in.Dimensional Stewardship Award Morningstar recently awarded Dimensional their highest rating (A) for fund family stewardship.Effectively planning, writing, and delivering a business relocation letter can help everything from office moving to industrial moving go as smoothly as possible.

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