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Tax Report Newsletters

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:

10 financial things to review annually.  Help keep your finances on track and your family protected financially by reviewing these 10 things annually.

Recent changes to the tax credits for going green.  Don’t miss this one if you plan to buy an electric vehicle or make energy efficient improvements to your home in 2023.

Health savings accounts (HSAs).  If you are covered by a high-deductible health plan, you may be eligible to contribute to an HSA—a type of account that makes it possible for you to pay qualified medical expenses with untaxed dollars. Here are a few things to know about it.

Tax relief for people in disaster areas.  If you live in an area that experiences a federally declared disaster, you may be eligible for three types of federal tax relief.

Also in this issue, you can test your mutual fund knowledge and check out a financial to-do list for new parents. Plus, you can vicariously explore Salzburg, Austria and find out about this year’s celebrations of the winter season, Picasso’s artistic legacy, and Mardi Gras.

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

 

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