May 2021 Client Line

Valuing Your Business – creating an accurate valuation is part of an ongoing business strategy.

Professional Financial Designations – knowing the differences between the various professional designations will help.

Understanding Your Business Insurance Binder – your insurance agent will provide a binder that can serve as your temporary proof of insurance before an insurance policy is issued.

May 2021 Client Profile

Big Changes to Child Tax Credit – the American Rescue Plan Act, March 2021, made significant changes to the child tax credit for 2021 only.

Defining Company Culture – worker satisfaction is highest when employees’ personal view are in sync with a clearly defined company culture.

May 2021 Questions and Answers

May 2021 Short Bits