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