Client Line Newsletter January 2023

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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, you may need to rethink your retirement tax planning.
  • Updating your W-4
  • Improving online security for your business
  • Getting ready for tax time

Click HERE to download and view the newsletter.



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