January 2020 Client Line Newsletter

Tax Credits or Deductions? During this tax season, it can pay to understand the two types of tax breaks the IRS offers. Getting ready to file your taxes Becoming more competitive now and in the future Resolve to become more … Read More

November 2019 Client Line Newsletter

The November Client Line newsletter has many timely topics, including: Trusts and Taxes:  Ever wonder why people put assets into trusts? When is “safe” investment best? Know the rules concerning required minimum distributions (RMDs) To view this newsletter as a … Read More

September 2019 Client Line Newsletter

The September Client Line newsletter has many timely topics, including: Life Insurance Awareness Month:  When you buy life insurance, you plan for the worst and hope for the best. During this Life Insurance Awareness Month, consider the many reasons to … Read More

July 2019 Client Line Newsletter

  The July Client Line newsletter has many timely topics, including: Tax Tuneup:  make the adjustments needed to ensure a tax-efficient year Terms that Income Investors should know How to set up an Internship Program Disaster Planning for small businesses … Read More

May 2019 Client Line Newsletter

The May Client Line newsletter has many timely topics, including: Retirement:  aspects of retirement that are most likely to impact your savings Pass-through Deduction (QBI deduction). Generation Z Advice from mutual fund pioneer John Bogle Temporary help during employee vacation … Read More

March 2019 Client Line Newsletter

The March Client Line newsletter has many timely topics, including: Self-Employment taxes:  Starting your first business as a self-employed individual may be exciting, but it can also be taxing. Selling your home:  tax implications. Turbo charge Retirement Savings: How small … Read More

January 2019 Client Line newsletter

The January Client Line newsletter has many timely topics, including: Be Prepared:  Your accounting professional is only a good as the information you provide.  So, if you want to find all the deductions and credits you’re entitled to, it pays … Read More

Business Owners: You know your state’s Sales Tax, but what about Use Tax?

This is your warning. Most small business owners learn about Use Tax the hard way. It begins with a letter that arrives in the mail from the State Comptroller or Department of Revenue. In the letter, it advises that the … Read More