News and Articles

Client Line Newsletter May 2021

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In this month’s Client Line newsletter, several pertinent topics are covered: Valuing your business means more than finding out how much you can get when you sell it Understanding your business insurance binder Learn about BIG changes to child tax credit … Read More

Client Line Newsletter March 2021

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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

Client Line Newsletter January 2021

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  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

Client Line Newsletter November 2020

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  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

Client Line Newsletter September 2020

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  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

Client Line Newsletter July 2020

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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.

Client Line Newsletter May 2020

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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

Regulators Clear Way for Certain Loan Modifications Amid Coronavirus Pandemic

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Borrowers concerned about meeting loan obligations amid the Coronavirus pandemic may receive some relief from regulators who pledged to clear the way for critical loan modifications. The regulators from the FDIC, National Credit Union Administration, and Consumer Financial Protection Bureau … Read More

IRS Provides Guidance for April 15th Filing Delay

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On Friday, March 20th the IRS announced that tax returns due April 15th will not have to be filed until July 15, 2020. Issued by the Treasury Department, this postponement applies to and individual, trust, estate, partnership association or corporation … Read More

March 2020 Client Line Newsletter

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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