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What's New - 2008

The information listed below is provided as a service to you and may be helpful to you and your company, it is provided by Weir Financial Resources for general purposes only. We make no representation as to the contents of any of the information on this page, including representations of accuracy, merchantability or fitness.

Description Date
Weir Financial Resources

Keeping a Long-Term View View Client Letter

12-15-2008
Weir Financial Resources

Temporary Guarantee Program for Money Market Funds View Client Letter

12-10-2008
Weir Financial Resources

Jon Weir assists students with their entrepreneurial plans View Article

11-21-2008
Weir Financial Resources

WFR is a Western New York Investors Conference Sponsor View Listing

10-16-2008
IRS.gov

Washington Report 08-80, Full Compliance with the Final 409A Regulations Required by the End of 2008. View Washington Report

09-10-2008
Weir Financial Resources

Economic Outlook. View Client Letter

09-17-2008
Weir Financial Resources

Economic Update. View Client Letter

09-16-2008
IRS.gov

Washington Report 08-52, Valuation of Life Insurance Policy Separate Accounts for Financial Reporting Purposes. View Washington Report

07-01-2008
IRS.gov

Washington Report 08-50, IRS Denies Refund of FICA Taxes Where Promised Nonqualified Deferred Compensation Payments Are Not Made View Washington Report

06-16-2008
Weir Financial Resources

Business First article announcement Jon Weir - "Who's Who in Banking & Finance View List

06-13-2008
Weir Financial Resources

2007 Executive Comp and Benefits Survey Abstract View WFR Summary

04-12-2008
IRS.gov

Washington Report 08-31, Changes to Split-Dollar Arrangements That Do Not Change the Insurance Contract Do Not Cause Loss of Grandfather Treatment Under Sections 101(j) and 264(f) View Washington Report

03-31-2008
IRS.gov

Analysis of Internal Revenue Code 101(j) View Washington Report

03-10-2008
Weir Financial Resources

409A Compliance Correction and Transitional Relief Maybe! View Client Memo

02-28-2008
Weir Financial Resources

2008 Rocky Market Start View Client Memo

01-28-2008
Weir Financial Resources

Volital Markets in Context. View Chart of Historical Double Digit Returns

01-22-2008
IRS.gov

Washington Report 08-07, Exchange of Corporate-Owned Life Insurance Policies For Individual Policies Will Be Tax-Free Under IRC ยง1035 View Washington Report

01-22-2008
IRS.gov

Washington Report 08-06, IRS Issues COLI Reporting Form View Washington Report

01-17-2008

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Telephone: (716) 854-3343 • Fax: (716) 854-4250

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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
Supervising Branch Office: ClearPlan Financial, Inc., 6470 New Taylor Rd, Orchard Park, NY 14127 (716) 312-7424
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