Client Line Newsletter July 2022

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

Client Line Newsletter May 2022

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

Client Line Newsletter March 2022

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

Client Line Newsletter January 2022

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

Client Line Newsletter November 2021

  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

Client Line Newsletter September 2021

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

Client Line Newsletter July 2021

In this month’s Client Line newsletter, several pertinent topics are covered: Paying yourself as a business owner — how you do that depends on the structure of your business Managing inflation risk during your retirement Control cash flow and costs … Read More

Client Line Newsletter May 2021

In this month’s Client Line newsletter, several pertinent topics are covered: Valuing your business means more than finding out how much you can get when you sell it Understanding your business insurance binder Learn about BIG changes to child tax credit … Read More

Client Line Newsletter March 2021

In this month’s Client Line newsletter, several pertinent topics are covered: Learn about SIMPLE IRA and SEP-IRAs Triple tax advantages of health savings accounts (HSA) The basics of Workers’ Compensation Insurance Non-financial perks like flexible work arrangements Click HERE to download … Read More

Client Line Newsletter January 2021

  In this month’s Client Line newsletter, several pertinent topics are covered: Significant tax breaks from home ownership Handy checklist for estate planning Your financial plan for 2021 Customer retention via loyalty programs Click HERE to download and view the newsletter