Author Archives: Michael Rusk

In this month’s Client Line Newsletter, several pertinent topics are covered: A 529 college savings plan is a popular way for families to save for higher education expenses while enjoying significant tax advantages. You may be able to do this utilizing … Read More

  In this month’s Client Line Newsletter, several pertinent topics are covered: Essential Checklist for Small Business Owners “Spring Cleanup” is a great time to get your documents and files in order Include Health Care in your Wealth Plan The … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: Overview of provisions in the OBBBA What you need to know regarding year-end tax compliance Practical budget tips to save on your 2025 holiday travel Key tips to attract … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: To get the most out of the current tax law, you’ll need to understand capital gains and losses  Utilize tax-efficient strategies to help reduce your overall taxable income for … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: Using family foundations to support causes that resonate with you and establish a charitable legacy for future generations Beware the wash sale rule! Tips for deciding when to collect Social Security … Read More

In this month’s Client Line Newsletter, several pertinent topics are covered: Using dollar-cost averaging as part of a slow and steady investing approach The process of easing into retirement or semi-retirement Taking steps to insulate your estate from taxes Best … Read More