Client Line Newsletter January 2024

Screen Shot 2023-12-29 at 7.47.52 PM

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 a good time to review your retirement plan
  • Practicing healthy money habits
  • Passing on family heirloom and keepsakes
  • Solo 401(K) advantages

Click HERE to download and view the newsletter.

Comments are closed.