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January 2023 Client Line Newsletter

Understand Your Cash Flow Statement – managing cash is vital for running a successful business.

Inheriting a House – inherited real estate does not trigger estate, gift, capital gains or income taxes

Taxes in Retirement – with social security benefit payments increasing nearly 9% this year, you may need to rethink your retirement tax planning.

Updating Your W-4 – the start of the new year is the perfect time to review your tax withholding and make changes if necessary.

January 2023 Question and Answer

Improve Online Security for Your Business – taking advantage of the latest technology can help ensure your company’s infrastructure is safe and secure.

Get Ready for Tax Time – take time in January to get organized to make tax filing smooth for you and your tax professional.

January 2023 Client Profile

Social Security Payment Increase – social security recipients will receive an 8.7% increase.

12101 Woodcrest Executive Drive, Suite 300
St. Louis, MO 63141
P: 314-205-2510

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