Sample ClientLine E-Newsletter

Anthony Penree

President

LTM Marketing Solutions, LLC

1060 Broadway #1161

Albany, NY 12204

Phone: 800-243-5334

Fax: 800-720-0780

Email: apenree@ltmclientmarketing.com

Website: www.ltmclientmarketing.com

December 2025

OBBBA and Alternative Minimum Tax

Initially designed to ensure that high income earners who benefit from various deductions and credits still pay a minimum level of tax, the Alternative Minimum Tax (AMT) is imposed at a flat tax rate of 26% or 28%.

Time to Review Your Withholdings

As 2026 begins, reviewing your tax withholdings is a critical financial step. Withholdings determine how much income tax is deducted from your paycheck, directly impacting your cash flow and tax refund or liability.

Tax Credits for Small Business Retirement Plans

Small businesses can significantly benefit from tax incentives designed to encourage the establishment of employee retirement plans.

December 2025 Client Profile

The Rivera family — Maria, Carlos, and their two kids — faced a financial pinch after overspending during the holidays last year. To recover, they reviewed their finances and created a realistic budget.

Getting Your Finances Back on Track

The holiday season often leaves wallets strained, but 2026 can start with financial recovery.

December 2025 Q and A

Let's talk about the about tax credits for your children.

Social Security Tax

The 2025 Social Security Board of Trustees Report projects the maximum wage subject to Social Security taxes will rise to $183,600 in 2026, up $7,500 from 2025's $176,100 cap.

Teach Your Children Well

Teaching children about finances isn't just about numbers and assets; it's about equipping them with the skills they'll need to manage wealth responsibly. To foster a productive learning environment, separate financial education from discussions about assets and investments.

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