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May 2024 Client Line Newsletter

The Time for Succession Planning is Now – the busiest, most successful business owners recognize the importance of having a business succession plan.

Child and Dependent Care Tax Credit – parents paying for school-age children’s day camp this summer may be eligible for the federal child and dependent care tax credit.

Tax Diversification for a More Secure Retirement – you may want to consider allocating retirement assets among tax-deferred, tax-free and taxable accounts.

May 2024 Client Profile

The Market’s Obsession with the CPI – it seems the stock market has become obsessed with the Consumer Price Index.

May 2024 Question and Answer

Protect Your Security Data – often, data security concerns surface when an employee leaves.

Cutting the Financial Cord – in a 2023 Credit Karma survey, nearly a third of parents with children over 18 reported providing them with financial support.

May 2024 Short Bits

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

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