February 2018 Client Bulletin

Our February 2018 client bulletin takes a look at solving the annuity puzzle, deducting employee business expenses, and insuring key people at small companies.

Accounting for T&E Under the New Tax Rules

The new tax law has made many changes to the rules we’ve come to know and love, and while the implementation of many of the new rules are still being ironed out, there¬†is something that you can do today to help set up your bookkeeping for the new tax code.

January 2018 Client Bulletin

Our January 2018 client bulletin is focused on investing strategies for the new year and how to prepare your small business for a natural disaster.

December 2017 Client Bulletin

Check out our December client bulletin for a look at asset management fees, Roth IRA reversals and year-end thank you gifts from business owners.

November 2017 Client Bulletin

Our November client bulletin is all about year-end tax planning! Check it out for a look at planning for investors, retirement, charitable donations, small business and more!