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October 2026 Client Line Newsletter

Fall Into Smart Benefits: Enrollment Tips – whether you’re new to selecting benefits or a seasoned pro, it’s essential to research thoroughly before making your choices.

Ace Enrollment as an Employer – clear communication helps employees make informed decisions and increases engagement with your benefits package.

Tax-Loss Harvesting – if investments you sold in 2026 lost money, you may find some solace in the IRS tax code.

October 2026 Client Profile

Understanding Long-Term Capital Gains Rates

Life Insurance as a Gift – life insurance offers an affordable way to boost your charitable giving.

October 2026 Question and Answer

Key Deadlines to Consider – by doing a little year-end planning now, you can optimize your unique financial situation.

Higher SALT Cap may Change Your Filing Strategy – new limits for 2026 could open the door to bigger tax savings.

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

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