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October 2023 Client Line Newsletter

Year-End Tax Planning – the more your business minimizes its tax liability, the better your bottom line.

Minimize Taxes – Boost Retirement Funds – max out your annual contribution to your 401(k) retirement plan.

Is It Time for That Talk – if you haven’t had that talk or it’s been a while, there’s not time like the present to discuss expectations.

October 2023 Client Profile

Beware the Wash Sale Rule – sell securities in which you have a tax loss, claim the loss and repurchase the assets.

IRS Upgrades for Small Businesses – no need for a crystal ball to discern what small businesses may see ahead from the IRS.

October 2023 Question and Answer

A Look at Social Media Advertising Statistics

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

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