News and Articles

  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

  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

  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

  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

  In this month’s Client Line Newsletter, several pertinent topics are covered: Managing cash is vital for running a successful business. How to handle inheriting a house. Taxes in retirement: With Social Security benefit payments increasing nearly 9% this year, … Read More

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 … Read More

  In this month’s Client Line newsletter, several pertinent topics are covered: Tax advantages of an employer-sponsored retirement plan Building a money management blueprint Defining and valuing intellectual property Understanding the difference between simple and compound interest Habits to safeguard … Read More

In this month’s Client Line newsletter, several pertinent topics are covered: Completing a cost segregation study may be worth considering Revisiting the requirements of the Child Tax Credit The importance of having an accurate inventory of your property and an … Read More