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May 2026 Client Line Newsletter

529 College Savings Plan to Minimize Taxes – a 529 college savings plan is a popular way for families to save for higher education expenses.

Taxable Fringe Benefits – employers must report the value of fringe benefits provided to employees as taxable income unless they are explicitly excluded.

Top Summer Travel Destinations – top travel trends in 2026.

Start Your College Grad’s Financial Wellness Path – you can rollover unused 529 funds to a Roth IRA in the child’s name.

May 2026 Client Profile

Budget-Friendly Gardening Tips – practical tips to maximize your garden’s output.

May 2026 Question and Answer

Savvy New Car Shopping Tips – Memorial Day weekend kicks off some oof the year’s best car deals.

Business Exit Planning – potential taxes can greatly affect the proceeds from selling your business.

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P: 314-205-2510

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