“Client Line” newsletter

In this month’s Client Line Newsletter, several pertinent topics are covered: Reviving your retirement funding strategy at almost any age Business Overhead Expense (BOE) insurance can keep your business afloat in hard times “Money Hacks” — timesaving ways to manage … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: Review some of the key tax moves you should make before 2025 Using a Family Limited Partnership (FLP) as a technique to shift income and wealth to future generations … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: Tax planning isn’t limited to year-end. Being proactive can give you a competitive edge. Handling data breaches and identity theft losses IRA missteps you can’t afford How to … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: The’most successful business owners recognize the importance of having a business succession plan Tax diversification for a more secure retirement The market’s obsession with the Consumer Price Index … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: There’s still time to shore up your retirement security Some qualified home improvements are eligible for tax deduction The lowdown on excise taxes The difference between heirs and … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: The IRS has a broader commitment to using the Inflation Reduction Act funding to end the era of misbalancing in audit selection The beginning of a new year is … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: To help you boost your business resources — or start a new business — in 2024, you may want to consider a small-business grant instead of a loan … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: Eliminating coverage gaps in employee benefits Higher 2024 HSA and HDHP limits Digital estate assets: don’t overlook them Checklist for selling your business Improving your credit scores Click … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: Building on the 2019 SECURE ACT, the 2022 Securing a Strong Retirement Act was passed to help boost savings in workplace plans, extend support to small businesses, and increase tax incentives for … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: 2023 Tax changes for businesses and individuals Generation-skipping Transfer Tax basics What to Consider when Purchasing Life Insurance What do Diversity and Inclusion Mean in Business How many … Read More