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April 2023 Client Line Newsletter

Who Qualifies as a Dependent for Taxes? – who qualifies as a dependent.

Who Can Contribute to a 529 Plan? – you can help any child save for college expenses by contributing to a 529 college savings plan.

Tax Deduction vs Tax Credit – both reduce your tax bill, but in very different ways.

April 2023 Client Profile

How to Deal with Unpaid Invoices – proactive processes can help your company and its cash flow.

April 2023 Question and Answer

Raising Financially Savvy Kids – it’s critical to teach your kids how to become financially independent.

Review Your Credit Report Often – review all three of your credit reports at least once a year.

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P: 314-205-2510

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