Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever having to ask. Find out who qualifies, which penalties are covered, and what to do if a notice still slips through the cracks.
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified withdrawals afterward are tax-free. The strategy works best when you convert during a lower-income window, such as early retirement...
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....
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...
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,...
As a small business owner, you don’t have a built-in employer-matching plan to lean on for retirement planning. But you do have control over building wealth over time, and small business owners have access to some of the best retirement tools available. The key is...
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help 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.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
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.
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.
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.
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
Trump Accounts are giving small businesses a new way to support employees and their families. Before you offer the benefit, learn how employer contributions work, what the Treasury guidance requires, and how nondiscrimination testing could affect your plan.
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever having to ask. Find out who qualifies, which penalties are covered, and what to do if a notice still slips through the cracks.
Already maxing out your 401(k) but want to save more for retirement? Deferred compensation plans offer no contribution limit and real tax advantages, but they come with tradeoffs that make them a smart move for some and a risky one for others.
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified withdrawals afterward are tax-free. The strategy works best when you convert during a lower-income window, such as early retirement...
Key Takeaways: Building wealth depends less on income level and more on keeping a consistent gap between what you earn and what you spend. Paying off high-interest debt frees up money that can go toward an emergency fund, investing, or retirement contributions....
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
Your Business. Your Family. Our Priority.
A company owners’ potential for personal financial security usually depends on the success of the business. Our commitment and responsibility is to help keep your business running smoothly and to help 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.
We're proud members of:
Brammer & Yeend is an independently owned and operated member firm of CPA Connect, a companion association to CPAmerica International
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.
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.
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.
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
Trump Accounts are giving small businesses a new way to support employees and their families. Before you offer the benefit, learn how employer contributions work, what the Treasury guidance requires, and how nondiscrimination testing could affect your plan.
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever having to ask. Find out who qualifies, which penalties are covered, and what to do if a notice still slips through the cracks.
Already maxing out your 401(k) but want to save more for retirement? Deferred compensation plans offer no contribution limit and real tax advantages, but they come with tradeoffs that make them a smart move for some and a risky one for others.
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified withdrawals afterward are tax-free. The strategy works best when you convert during a lower-income window, such as early retirement...
Key Takeaways: Building wealth depends less on income level and more on keeping a consistent gap between what you earn and what you spend. Paying off high-interest debt frees up money that can go toward an emergency fund, investing, or retirement contributions....
Keeping an open line of communication is important to us. We invite you to reach out to us either by phone, email, or this form to ask questions, request an appointment or talk about any finance-related matter that comes to your mind.
317-398-9753
8 Public Square
Shelbyville, IN, 46176
