• Examine year end strategies that may help further reduce your tax bill
• How to build a solid tax-advantaged foundation for a child or grandchild
• September is an idea time to explore insurance options or review your current coverage
• Handling federal income and FICA taxes withheld from employees’ paychecks
• Inheritance: later-life financial supplements for heirs

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The post Client Line Newsletter September 2026 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Just as larger corporations do, self-employed business owners, freelancers, and gig workers need to engage in strategic tax planning to minimize liability and maximize savings.
• In 2026, OBBBA may allow you to deduct qualified mortgage insurance premiums for home acquisition debt.
• Before selling assets to fund your bucket-list dreams, consider both the financial and emotional implications.
• You’re familiar with prenuptial agreements. But what if you don’t have one and your circumstances change? A postnuptial agreement may be in order.
• A new fair market value is established for assets received after a donor’s death—a step-up in basis—but there is no step-up in basis for gifts received during a donor’s life.
• Under OBBBA, full expensing of domestic R&D expenses is made permanent.

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The post Client Line Newsletter July 2026 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• A 529 college savings plan is a popular way for families to save for higher education expenses while enjoying significant tax advantages.
• You may be able to do this utilizing any unused funds in the student’s 529 Plan; the IRS now allows rollovers of these funds to a Roth IRA in the child’s name.
• Top trending travel destinations during America’s 250th anniversary year.
• Practical tips to maximize your garden’s output while minimizing costs.
• On Memorial Day weekend, dealerships clear out older inventory to make way for new models, offering rebates, low APR financing, and lease specials.
• Business exit planning.

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The post Client Line Newsletter May 2026 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Essential Checklist for Small Business Owners
• “Spring Cleanup” is a great time to get your documents and files in order
• Include Health Care in your Wealth Plan
• The Main Reasons to Work with a Tax Professional
• Deductible Contributions to a Traditional IRA for 2025 and 2026

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The post Client Line Newsletter March 2026 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Overview of “Trump accounts” — government-funded investment accounts designed to help children build wealth from birth
• Ways to trim tax on investments
• Changes to the Child Tax Credit and the Child and Dependent Care Tax Credit
• “Earnings Before Interest, Taxes, Depreciation, and Amortization” (EBITBA)
• Which states; taxpayers will get the biggest breaks from OBBBA?

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Reminder, Rusk CPA recently published a concise breakdown of tax-related provisions in the OBBBA;
click HERE to download and view.

The post Client Line Newsletter January 2026 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Overview of provisions in the OBBBA
• What you need to know regarding year-end tax compliance
• Practical budget tips to save on your 2025 holiday travel
• Key tips to attract business professionals

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The post Client Line Newsletter November 2025 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• To get the most out of the current tax law, you’ll need to understand capital gains and losses 
• Utilize tax-efficient strategies to help reduce your overall taxable income for the year
• Life insurance is a crucial aspect of financial planning, offering essential protection for individuals and their families
• Make sure you’re taking steps to protect your business from all types of fraud threats
• Evaluate your debts regularly, just as you evaluate your investment performance

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The post Client Line Newsletter September 2025 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Using family foundations to support causes that resonate with you and establish a charitable legacy for future generations
• Beware the wash sale rule!
• Tips for deciding when to collect Social Security benefits
• Legal documents that most Americans need
• Explaining long-term disabiity insurance
• Considering taxes when planning for retirement

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The post Client Line Newsletter July 2025 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• Using dollar-cost averaging as part of a slow and steady investing approach
• The process of easing into retirement or semi-retirement
• Taking steps to insulate your estate from taxes
• Best practices for employee reimbursement
• Tax rules for combining business and personal travel

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The post Client Line Newsletter May 2025 appeared first on Rusk & Company.

In this month’s Client Line Newsletter, several pertinent topics are covered:

• The Benefits of Financial and Tax Strategies
• Recognizing the Red Flags of Tax Scams
• Consequences of Taking Loans from your 401(k)
• Looking beyond State Income Taxes when Estimating Retirement Living Expenses
• 5 Reasons to Work with a Tax Professional
• Traditional IRA Deductibility Limits
• High Cost of Senior Care

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The post Client Line Newsletter March 2025 appeared first on Rusk & Company.