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August 2023 Client Line Newsletter

How Small Business Stock Sales Are Taxed – selling small business stock can have significant tax implications.

Revisit Your Form W4 – don’t wait until December to review your Form W4.

New FAFSA Rules – the form was revised to streamline the application process and alter eligibility formulas.

August 2023 Client Profile

Documents Required for a Business Sale – while preparing to sell your business you’ll need to create these key documents for any potential buyer.

Creating a PTO Policy – creating a paid time off policy is essential to a company’s benefits package.

August 2023 Question and Answer

Substantiating Noncash Charitable Deductions – steps to help ensure your charitable deductions are adequately substantiated and accepted by the IRS.

Cost of College – compare the average tuition and fees.

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