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September 2026 Client Line Newsletter

Year-End Strategies to Reduce Your Tax Bill – here are some year-end strategies to reduce your tax bill.

Pass-Through Income Deduction – under OBBBA, owners of certain pass-through businesses can continue to claim a deduction of up to 20% of QBI.

Turn a Trump Account Into a Tax-Free Nest Egg – use a child’s trump account to build a solid tax-advantaged foundation for a child or grandchild.

Life Insurance: You Have Options – explore insurance options or review your current coverage.

September 2026 Client Profile

Handle Taxes With Care – there is no wiggle room when it comes to handling federal income and FICA taxes withheld from employees’ paychecks.

September 2026 Question and Answer

Timing an Inheritance – when should your heirs receive their inheritance.

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

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