Client Line Newsletter November 2022

Screen Shot 2022-10-19 at 2.50.31 PM

In this month’s Client Line newsletter, several pertinent topics are covered:

  • The year-end maintenance on your company’s finances that will help ease workloads in the next few months
  • What to do with income from PayPal and other cash apps
  • How Grantor Retained Annuity Trusts (GRATs) represent an opportunity
  • Conducting a year-end financial tune-up
  • Consider automating your savings


Click HERE to download and view the newsletter

Comments are closed.