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February 2024 Client Line Newsletter

Hiring Your Child – depending on your kids age and abilities, you may be able to hire them to work for your business.

Check Before Donating – how to determine if a charitable organization is legitimate.

Leave Excess Retirement Savings For Grandchildren Without a Big Tax Bill – naming grandchildren as beneficiaries of traditional IRAs used to be a popular estate planning strategy.

February Client Profile

Reduce Your Investment Stress – investing can be a stimulating diversion from the demands of work of just added stress.

When You Can’t or Shouldn’t Claim the Standard Deduction – the higher standard deduction has some people thinking they can handle their own personal income tax preparation.

February Question and Answer

IRS Delays Online Sales Rule – the IRS has postponed enforcement of a 2021 American Rescue Plan provision affecting self-employed people.

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St. Louis, MO 63141
P: 314-205-2510

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