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November 2023 Client Line Newsletter

Where to Find Small-Business Grants – to help boost your business resources or start a new business in 2024, you may want to consider a small-business grant instead of a loan.

Be Aware of This Estate-Planning Change – when property, like the family home or other appreciated assets, passes at your death, do you want to saddle your beneficiaries with capital gains tax.

Do You Know What Your Asset Allocation Is – if you haven’t checked your portfolio and retirement plan asset allocations in a while, you could be in for a jolt.

Gift Return Policies – several companies have updated their return policies.

November 2023 Client Profile

November 2023 Question and Answer

New at the SBA – earlier this year the Small Business Association made changes to its programs that will widen access to government-backed small business loans.

Top Holiday Shopping Categories – do you know where the majority of your holiday dollars go.

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P: 314-205-2510

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