Client Line Newsletter March 2024

  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

9 Things that SECURE 2.0 Changes

The legislation enacted in the SECURE Act 2.0 provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. Read our analysis of the 9 things that SECURE 2.0 changes, HERE.

Client Line Newsletter January 2024

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

BUSINESS OWNERS: WHO IS AN EMPLOYEE VS. WHO IS AN INDEPENDENT CONTRACTOR?

The question of whether a worker is an independent contractor or employee for federal income and employment tax purposes is a complex one. It is based on individual facts and circumstances, and the stakes can be very high.   To learn much … Read More

Client Line Newsletter November 2023

  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

Client Line Newsletter September 2023

  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

Client Line Newsletter May 2023

  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

Client Line Newsletter March 2023

  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

Filing Requirements for Forms 1099, 1098, and Other Reporting Situations

We have entered January 2023 and want to provide you with some reminders regarding Form 1099 filing requirements for 2022. You can download and view the 3-page advisory HERE.

Client Line Newsletter January 2023

  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