When retirees prepare for the future, it’s essential to understand how Required Minimum Distributions (RMDs) can affect retirement savings and taxes. RMDs are mandatory withdrawals from specific tax-deferred retirement accounts, and they play a key role in retirement...
IRS impostors are becoming more sophisticated, and taxpayers are falling victim. According to the Federal Trade Commission (FTC), nearly $5 million have been scammed from unsuspecting Americans over the last five years. Read on as we discuss how these scams work and...
A key feature of the SECURE Act 2.0, passed by Congress in late 2022, allows emergency withdrawals of up to $1,000 from retirement accounts without penalties. While this provision offers greater flexibility in urgent situations, there are specific rules and potential...
The combination of rising living costs, unexpected expenses, and reliance on credit cards has led to a significant increase in personal debt among Americans. As of early 2024, American household debt has surged from $16.9 trillion in 2022 to $17.69 trillion. While the...
In today’s complex and unpredictable financial environment, families face numerous financial responsibilities that require careful management. From saving for their children’s education to ensuring a comfortable retirement, maintaining a family’s financial health...
Utilizing a 401(k) loan is a common method for navigating financial challenges. A 401(k) loan offers distinct advantages, such as lenient credit requirements and interest payments redirected back to your own account. Despite these benefits, there are notable drawbacks...
Navigating the complexities of Social Security benefits becomes increasingly important for effective financial planning as you approach retirement. By strategizing thoughtfully and making informed decisions, you can optimize your Social Security payments, helping to...
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.
Tax policy is poised to take center stage in the coming year as the expiration of the 2017 Tax Cuts and Jobs Act (TCJA) approaches in 2025. Enacted as the most comprehensive tax reform in 30 years, the TCJA introduced sweeping changes impacting both individual and...
As the year comes to a close, retirees have an opportunity to combine their philanthropic goals with smart tax planning. A Qualified Charitable Distribution (QCD) can help retirees reduce their taxable income, meet required minimum distributions (RMDs), and make a...
Due to the SECURE Act 2.0, several updates to Individual Retirement Accounts (IRAs) and 401(k) plans are scheduled for 2025. These changes will be rolling out over the next few years. Understanding these modifications can help you save money, avoid penalties, and plan...
The nation is now gearing up for another Trump term, and his policies will likely have a significant impact on small businesses. Critical areas like tax cuts and deregulation, which were central to his first term, are expected to take the spotlight once again. Here’s...
As a small business owner, the thought of selling your business may be on the horizon, whether in the near future or several years down the line. To attract potential buyers and secure a favorable deal, you need to position your business for maximum appeal. Here are...
When retirees prepare for the future, it’s essential to understand how Required Minimum Distributions (RMDs) can affect retirement savings and taxes. RMDs are mandatory withdrawals from specific tax-deferred retirement accounts, and they play a key role in retirement...
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.
Tax policy is poised to take center stage in the coming year as the expiration of the 2017 Tax Cuts and Jobs Act (TCJA) approaches in 2025. Enacted as the most comprehensive tax reform in 30 years, the TCJA introduced sweeping changes impacting both individual and...
As the year comes to a close, retirees have an opportunity to combine their philanthropic goals with smart tax planning. A Qualified Charitable Distribution (QCD) can help retirees reduce their taxable income, meet required minimum distributions (RMDs), and make a...
Due to the SECURE Act 2.0, several updates to Individual Retirement Accounts (IRAs) and 401(k) plans are scheduled for 2025. These changes will be rolling out over the next few years. Understanding these modifications can help you save money, avoid penalties, and plan...
The nation is now gearing up for another Trump term, and his policies will likely have a significant impact on small businesses. Critical areas like tax cuts and deregulation, which were central to his first term, are expected to take the spotlight once again. Here’s...
As a small business owner, the thought of selling your business may be on the horizon, whether in the near future or several years down the line. To attract potential buyers and secure a favorable deal, you need to position your business for maximum appeal. Here are...
When retirees prepare for the future, it’s essential to understand how Required Minimum Distributions (RMDs) can affect retirement savings and taxes. RMDs are mandatory withdrawals from specific tax-deferred retirement accounts, and they play a key role in retirement...
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
