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Welcome to the ClientLine Newsletter archives!

AUGUST 2017
Employee or Independent Contractor?
Simple Ways To Keep Your Best Customers
Is There a Tax-smart Way?
Conflicting Visions
Plus…
Client Profile
ClientLine® Items
Q&A

JULY 2017
Midyear Financial Checkup
Should You Have a Living Trusts?
If They Give You Lemons…
Give Your 401(k) a Raise
Plus…
Client Profile
ClientLine® Items

JUNE 2017
Best Practices for the Family Business
Watch Out for Expense Account Fraud
Watch Those Merchandise Returns
Update Your Beneficiary Forms
Plus…
Client Profile
ClientLine® Items
Q&A

MAY 2017
Get a Handle on Your Finances
Insurance for Home Businesses
Too Good To Be True
Fixing Your Payment Problems
Plus…
Client Profile
ClientLine® Items

APRIL 2017
Guarding Against Unexpected Dangers
Business Borrowing Smarts
Deterring Fraud
2017 Mileage Rates
Plus…
Client Profile
ClientLine® Items
Q&A

MARCH 2017
Smart Strategies for a Seasonal Business
Take Control of Your Debt
A Big Tax Break
What’s Worth Keeping?
Plus…
Client Profile
ClientLine® Items
Q&A

FEBRUARY 2017
Paying for College
Battling Big Box Competitors
Protection for the Business Owner
Now What?
Plus…
Client Profile
ClientLine® Items
Q&A

JANUARY 2017
Key Ratios That Measure Your Business’s Financial Health
What’s Your Retirement Income Strategy?
New Accounting Rules for Nonprofits
2017 Retirement Plan Limits
Plus…
Client Profile
ClientLine® Items
Q&A

DECEMBER 2016
Money Resolutions for 2017
Will You Fall into the AMT Trap?
A Way to Equalize Inheritances
The Right Moves
Plus…
Client Profile
ClientLine® Items
Q&A

NOVEMBER 2016
Be Smart About Cash Flow
Tax Planning — There’s Still Time
Now or Later?
A Big Change for Money Market Funds
Plus…
Client Profile
ClientLine® Items
Q&A

OCTOBER 2016
On Autopilot
Map Out Your Journey
Distribution Tax Traps
Tax Breaks for Hiring New Employees
Plus…
Client Profile
ClientLine® Items
Q&A

SEPTEMBER 2016
New Overtime Rules
Net Worth Know-how
Keeping Track
HSA Limits for 2017
Plus…
Client Profile
ClientLine® Items
Q&A

AUGUST 2016
Managing Taxes on Your Retirement Savings
Home Office Tax Tips
Incorporation Pros & Cons
Giving Carefully
Plus…
Client Profile
ClientLine® Items
Q&A

JULY 2016
Estimating Your Start-up Costs
Rent or Buy? Big Question for Retirees
Ready for Cyber Liability Insurance?
Disaster Planning
Plus…
Client Profile
ClientLine® Items
Q&A

JUNE 2016
Midyear Tax Strategies
Planning for the Medicare Premium Surcharge
Flying Solo with a 401(k) Plan
New Lease Accounting Standards
Plus…
Client Profile
ClientLine® Items
Q&A

May 2016
Manage Your Business Credit
Change Is a Constant for Business Owners
Donating Excess Inventory to Charity
Cover All the Retirement Bases
Plus…
Client Profile
ClientLine® Items
Q&A

APRIL 2016
Federal Tax Breaks Restored
All in the Family
Standard Mileage Rates for 2016
Filling a Coverage Gap
Plus…
Client Profile
ClientLine® Items
Q&A

MARCH 2016
Smart Pricing Strategies
Fight Back Against Financial Fraud
Who Gets It?
Deducting Low-cost Purchases
Plus…
Client Profile
ClientLine® Items
Q&A

FEBRUARY 2016
Trusts and Estates May Owe Income Taxes- What’s Taxable to an S Corporation
Shareholder?- Obtaining Credit — The Five Cs
Do People Spend Less After They Retire?- Plus…
Client Profile- ClientLine® Items
Q&A

JANUARY 2016
Traveling for Business and Pleasure — What’s Deductible?
Charities and Politics Don’t Mix
How Much Can You Contribute?
Late Fees Conundrum
Plus…
Client Profile
ClientLine® Items
Q&A