Fineman CPA Group ClientLine Newsletter

Fineman CPA Group

The Village Shoppes

95 Washington Street, Suite 203

Canton, MA 02021

Phone: 781-821-2727

Email: bob@finemancpa.com

Website: www.finemanCPA.com

September 2023

Employee Benefits: Eliminate Coverage Gaps

With new hires, you want to be confident that they will become loyal, productive, and valuable long-time employees. One way to achieve this goal is to have a well-thought-out employee benefit program that serves your needs.

September 2023 Client Profile

The Taylor brothers have enjoyed the good fortune of seeing their family heating and cooling business grow steadily. But that growth has sparked concerns about being liable for alternative minimum tax (AMT) in 2023.

A Checklist for Selling Your Business

Okay, so you've decided to sell your business and retire (or for another well-throught-out reason). You've discussed it with your family, and everyone is on board. You don't want any family glitches to delay and possibly torpedo a sales deal you work out. So, what's next?

September 2023 Q and A

Let's talk about the ideal time to purchase new office furniture.

Higher 2024 HSA and HDHP Limits

There’s good news for you and your employees if you offer a high-deductible health plan (HDHP) and health savings accounts (HSAs).

Don't Overlook Your Digital Estate Assets

A digital or online presence has become a part of daily life for most people. That digital presence also should be a part of your estate plan. If it isn’t, here’s how to get things together to include those assets in your planning.

Improve Your Credit Scores

Everyone’s goal should be an excellent personal and business credit score. Here’s some simple guidance on how you may be able to improve yours.

Business Takes On Financial Challenges

Let's talk a look at the percentage of businesses that have experienced financial challenges over the past 12 months.

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