Client Advisor: Summer 2016 Newsletter

Welcome to the Summer 2016 edition of our Client Advisor newsletter. Inside you’ll find current information, news and trends to help your business be better and grow.

Inside this issue:

  • Was Your No-Health-Insurance Penalty a Surprise?
  • Big Business Write-Offs Available
  • Not All Home Mortgage Interest is Deductible; The IRS is Watching
  • Minimizing Tax on Social Security Benefits
  • Take Advantage of the IRA-to-Charity Provision
  • Tax Calendar: What Dates You Need to Know Now Through October
  • Since You Asked: Our Q & A Section to Answer Your Questions

Click here to start reading now.



Brandon Dante
Latest posts by Brandon Dante (see all)

We go beyond Wealth Management & accounting

We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees.

"For the second year in a row Brandon was my hero! I have so many unusual circumstances and he didn't even flinch.

My small business will finally be up and running soon, I know Brandon will be the perfect one to see me through it!"

Cynthia C.

"Very knowledgeably, solved all my financial and tax questions. Highly recommend."

Paul F.