Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.

Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

A new year means filing your 2023 tax return is right around the corner!

With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get your refund!) as quickly as possible.

And with the new year and two years of inflation, why not review some ideas to help set financial goals for the family that addresses the challenges in our current financial landscape? A number of ideas are outlined here for your consideration.

All this and some great ideas to manage your business's cash flow and a general interest article to raise awareness on the business of fake products.

As always, feel free to reach out with any question or comments.

The temperature isn’t the only thing falling this time of year.

Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out!

To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several year-end tax cutting ideas.

Also have fun with the entire family by testing your holiday knowledge with our annual trivia quiz! Also learn about tax surprises to watch out for, and some key ingredients to be mindful of if you’re a part of a business partnership.

Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.

This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.

With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.

Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.