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June 2023 Client Line Newsletter

Roll Over Excess 529 Funds to a Roth IRA – there is a new option for handling excess 529 plan funds.

What is Bonus Depreciation – a valuable tax-saving tool for business.

June 2023 Client Profile

Claiming Life Insurance Benefits – the first step is to file a claim for the benefits.

Ordinary and Necessary Business Expenses – be careful, business deductions are not black and white.

June 2023 Question and Answer

Employee Payroll Deductions

The Shrinking Dollar – inflation makes every dollar worth less.

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St. Louis, MO 63141
P: 314-205-2510

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