Newsletter

Our newsletters are full of tips, reminders and timely advice to help you stay well-informed when it comes to your business and personal finances. The information-rich articles cover topics that are important to you including- retirement, investment, education, estate, gift, and personal tax planning.

We invite you to check out the new issue of Eye On Money! Inside are articles on

Top 10 year-end tax tips for 2024.  You may be able to reduce your 2024 taxes if you act soon—and these tips for minimizing federal income, gift, and estate taxes may help. For specific advice, please consult us before the end of the year.

Tax credits for purchasing an electric vehicle.  There are two federal tax credits available which may knock a few thousand dollars off the cost of purchasing an electric or plug-in hybrid vehicle.

Giving the gift of education.  Don’t miss this one if you want to help a loved one save or pay for college. This article looks at three tax-smart ways to go about it.

Deducting charitable contributions.  Giving to charity not only benefits the causes you care about, it may also benefit your tax situation. Here are five things to know about deducting charitable contributions on your tax return.

Also in this issue, you can learn why you may want to convert to a Roth IRA soon if you’ve been considering it. Plus, you can test your knowledge of investment account types, travel vicariously to sunny Sydney, Australia, learn about a few national parks you may not have heard of, and see if you can identify some scenic locations in our latest quiz.

Please let us know if you have questions about anything in Eye On Money.