Hero Image

January 2024 Client Line Newsletter

The IRS Enforcement Spotlight May Be On You – the IRS has launched a sweeping, historic effort to “restore fairness in tax compliance” by focusing more on high-income earners, partnerships and corporations.

Safety Deposit Boxes – are safe deposit boxes 20th century ready?

Stay On The Comfortable Retirement Track – there’s no better time than the beginning of the year to review your retirement plan.

Healthy Money Habits – your relationship with money may have its roots in your childhood.

January 2024 Client Profile

Passing On Family Heirlooms and Keepsakes – personally meaningful items are often overlooked when creating an estate plan.

January 2024 Questions and Answers

Don’t Forfeit Your Solo 401(k) – a solo plan is an excellent way for sole proprietors to pack away retirement funds.

A Surprising Employee Flight-Risk – about 30% of employees leave their jobs within a month of their first promotion.

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

© 2024  Conner Ash, P.C. All Rights Reserved.
Website Design by Captiva Marketing