Client Line Newsletter September 2026

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  • 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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