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NEWSLETTERS

Client Update Newsletter: July 2024

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. Read more

Client Update Newsletter: June 2024

No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: May 2024

Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more