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Trump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from t …
Central Indiana CPA Firm
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A company owners’ potential for personal financial security depends on the success of the business. Our commitment and responsibility is to help you business run smoothly and to help you achieve your personal financial goals. Whether you are a business or an individual, our specialized staff will provide you with assistance in all your tax, reporting, financial and business affairs!
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Financial information and reporting should not be a diversion for business owners, instead, financial information should be accurate, available, and insightful. We leverage experience and technology to provide business owners with dynamic resources and management tools.
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Our personal services are designed to help busy, successful families manage their finances and grow their wealth with confidence and peace of mind. We do this by working together with our business solutions, allowing us to partner with clients and coordinate business and personal planning in order to meet their most important goals.
Our Core Industries
We strive to provide excellent service and solutions that fit our client’s specific needs and are industry appropriate. Our experienced CPAs have worked with clients in a variety of industries and understand the intricacies of each and apply the best solution possible. Over the years we have serviced clients in industries including agribusiness, retail, construction, manufacturing, food & beverage and many more. Below are some of our industries where we have specialized experience and expertise.
Recent Posts
Trump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until adulthood. Children born between January 1, 2025 and December 31, 2028 get a one-time $1,000 seed deposit from the U.S....
Hidden Tax Traps That Can Shrink Your Nest Egg (and How to Avoid Them)
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, and missing one can trigger a penalty worth 25% of the shortfall. Up to 85% of Social Security benefits can be taxed, though a...
Who Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are expected to run out of reserves within the next decade. That doesn’t mean Social Security is going bankrupt, but if nothing...
How Working in Retirement Could Affect Your Social Security Benefits
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time jobs, freelance, consult in their fields, or pursue new opportunities that generate income. But if you’re also drawing Social...
TrumpIRA.gov: What It Means for Workers Without a Retirement Plan
Saving for the future has felt like an uphill battle for many Americans lately. Inflation is still up, gas prices aren’t budging, and many workers are cutting back on 401(k) contributions just to put more money in their pockets. But for roughly 56 million Americans,...
The Retirement Magic Number Is Now $1.46 Million — Here’s How to Catch Up
According to the 2026 Planning and Progress Study by Northwestern Mutual, the average American now believes they’ll need $1.46 million to retire comfortably. That’s a $200,000 jump from last year. For many Americans, this upward trend is unsettling. But Americans...
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Shelbyville, IN, 46176
