Scribner, Cohen and Company, S.C. ClientLine Newsletter

Scribner, Cohen and Company, S.C.

Phone: 414-271-1700

May 2025

Dollar-Cost Averaging

Trying to predict the market isn't usually a recipe for success. In contrast, a slow and steady investing approach may help you use market fluctuations to your advantage as you invest for long-term financial goals. Dollar-cost averaging* can play a part in this approach.

Amended Tax Return Tips

If you filed your 2024 tax return already but realized you missed some information, you can amend your return by filing Form 1040-X.

Easing Into Retirement or Semi-Retirement

Retirement is not a single event. It is a process that begins long before you leave work and continues for the rest of your life. Here are some tips on how to transition into retirement and beyond.

May 2025 Client Profile

Kristen owns a small pet-sitting business and is concerned about inflation impacting her company’s finances. What are some things she can do to help alleviate the pressure inflation is having on her business?

Your Financial Legacy and Taxes

You may think that only other people's estates have tax problems, but that's often untrue. Take steps today to insulate your estate from taxes.

Best Practices for Employee Reimbursements

Using new technology to report and track employee business expenses can be easier and more accurate.

May 2025 Q and A

Let's talk about processing credit cards as a method of payment from your customers.

Combining Business and Personal Travel

If you run your own company and travel for business, you may be tempted to combine work with pleasure. That's okay, as long as you don't trip up on tax rules. Your tax professional can advise you as to what you can or cannot do.

U.S. Inflation Statistic

The U.S. inflation rate has been recorded since 1913 and is typically measured using the Consumer Price Index (CPI) from the U.S. Bureau of Labor Statistics (BLS), reflecting the year-over-year percentage change in the cost of a basket of goods and services.

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