News and Articles

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

  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

  In this month’s Client Line newsletter, several pertinent topics are covered: Year End Tax Tips Gifts 1031 Exchanges Retirement Click HERE to download and view the newsletter

  In this month’s Client Line newsletter, several pertinent topics are covered: Is a ROTH conversion right for you? 2020 Tax Changes Open Enrollment Planning Real Mortgage Costs Click HERE to download and view the newsletter

In this month’s Client Line, learn about: Business continuity and disaster recovery plans Emergency funding – building or replenishing your emergency fund Regrouping – facing your financial situation 3 legal documents that everyone MUST have Read the entire newsletter HERE.

In this month’s Client Line, learn about: Business Security – the SECURE Act Tax breaks: certain tax breaks scheduled to end in 2020 have been brought back Steps to a Successful Company Audit How to Correct Tax Filing Mistakes Q&A … Read More

Financing:  Many small businesses depend on access to financing in order to grown, but their financing options will vary. Loan Consequences:  Before you take any money from your 401(k), understand all of the consequences. Taxes and Retirement:  Your total tax … Read More

Tax Credits or Deductions? During this tax season, it can pay to understand the two types of tax breaks the IRS offers. Getting ready to file your taxes Becoming more competitive now and in the future Resolve to become more … Read More