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May 2020 ClientLine Newsletter

Business Security – Details on the Setting Every Community Up for Retirement Enhancement (SECURE) Act

Insights & Tips – The SECURE Act pushed required minimum distributions (RMDs) to age 72, up from age 70 1/2.

They’re Back! – Tax breaks that have been brought back to life.

Client Profile – Do compliance and tax filing become a burden when starting a foundation.

Steps to a Successful Company Audit – All public and some closely held companies should undergo periodic company audits to stay on top of their businesses.

How to Correct Tax Filing Mistakes – You’ll have to file another tax return if you made an error.

Questions and Answers

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