Knaub & Company ClientLine Newsletter

Knaub & Company, PC

Certified Public Accountants

78 Meadow Village Drive, Suite E

PO Box 161030, Big Sky, MT 59716

Phone: 406-995-6040

Fax: 406-993-2772

Email: knaubco@3rivers.net

February 2025

Still Time To Reduce Your 2024 Tax Bill

One simple move can lower your tax bill and increase your retirement savings. Contributing to an eligible retirement account by the April 15, 2025 income-tax deadline will reduce your 2024 taxable income by the amount you contribute.

Planning For Tomorrow

When business owners want to sell their companies to nonfamily purchasers, they have a number of ways to achieve this goal.

All In The Family

Here are three ways business owners can turn younger family members into eventual company owners, short of buying the company with ready cash (with its various tax implications).

February 2025 Client Profile

Mark owns an architectural firm in a North Carolina region that Hurricane Helene flooded badly, and will not be able to deal with company or individual federal taxes for some time. Will he still owe a penalty?

Family-Owned Businesses

Let's take a look at the statistics of family-owned businesses.

When Fixed Annuities Make Sense

If you're risk-averse, are concerned that investments in stock or bond mutual funds may lose principal or you're looking for some guarantees in retirement, a fixed annuity* may be one answer.

February 2025 Q & A

Let's talk about student loan repayments through your employer.

Slicing The Inheritance Pie

Let's say you own a $2 million business, which you intend to pass to your daughter.

Boost Retirement Savings

Do you ever wish you could find extra money for your child's college expenses or retirement? Maybe you would like to take a bucket list vacation or buy a larger home. Whatever your financial goals, finding the money to help pursue them can be challenging but not impossible. Here are some ways to find more money:

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