BUSINESS OWNERS: WHO IS AN EMPLOYEE VS. WHO IS AN INDEPENDENT CONTRACTOR?

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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

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  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

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  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

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  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

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  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

Filing Requirements for Forms 1099, 1098, and Other Reporting Situations

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We have entered January 2023 and want to provide you with some reminders regarding Form 1099 filing requirements for 2022. You can download and view the 3-page advisory HERE.

Client Line Newsletter January 2023

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  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

2022 Year-End Income Tax Planning for Individuals

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    With the year-end approaching, this is the time of year we suggest possible year-end tax strategies for our clients. You may download this 4-page guide HERE.

Client Line Newsletter November 2022

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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

Client Line Newsletter September 2022

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  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