“Client Line” newsletter

  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

  In this month’s Client Line Newsletter, several pertinent topics are covered: Managing cash is vital for running a successful business. How to handle inheriting a house. Taxes in retirement: With Social Security benefit payments increasing nearly 9% this year, … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: The year-end maintenance on your company’s finances that will help ease workloads in the next few months What to do with income from PayPal and other cash apps How … Read More

  In this month’s Client Line newsletter, several pertinent topics are covered: Tax advantages of an employer-sponsored retirement plan Building a money management blueprint Defining and valuing intellectual property Understanding the difference between simple and compound interest Habits to safeguard … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: Completing a cost segregation study may be worth considering Revisiting the requirements of the Child Tax Credit The importance of having an accurate inventory of your property and an … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: Hiring people with significant barriers to entering the workforce could earn your business a tax credit of up to $9,600 per worker. It’s available through the Work Opportunity Tax … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: Explore the Work Opportunity Tax Credit, empowerment zones, Small Business Health Care tax Credit, employee retention and more How are Social Security Benefits taxed? The true cost of “the … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: Reasonable Compensation for S Corporation Owners New Year, Fresh Start:  If the pandemic has caused a slowdown in reaching your financial goals, now is the time to review your … Read More

  In this month’s Client Line newsletter, several pertinent topics are covered: Learn about the common Form 1099 that companies send and receive The Advance Child Tax Credit Nuts and bolts of Exchange-traded funds Social Media for your Small Business … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: When starting a new business, one of the biggest decisions is how to fund it What to know about 401(k)s – make sure you understand the basics Curious about … Read More