News and Articles

Client Line Newsletter July 2024

  In this month’s Client Line Newsletter, several pertinent topics are covered: Tax planning isn’t limited to year-end. Being proactive can give you a competitive edge. Handling data breaches and identity theft losses IRA missteps you can’t afford How to … Read More

Client Line Newsletter May 2024

  In this month’s Client Line Newsletter, several pertinent topics are covered: The’most successful business owners recognize the importance of having a business succession plan Tax diversification for a more secure retirement The market’s obsession with the Consumer Price Index … Read More

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