In response to inflation, the Treasury Department recently announced changes to retirement account savings for 2022. Below we’ll go over the contribution and income limits that will be affecting 401(k)s and Roth IRAs next year. 401(k)s After two years stuck at...
The notion of estate planning can seem overwhelming, but creating a plan is vital to ensuring your money and assets go to your intended heirs without getting hit with maximum taxes. Read on for tips to keep your estate safe for intended heirs. Draft a Will Creating a...
While Social Security can be an important source of income after you leave the workforce for good, it isn’t without its flaws. Being prepared with a good understanding of the realities of this benefits program, which are discussed below, can help you plan for...
Goal setting is essential to achieving any financial milestone. For many people, however, just setting the goal isn’t enough. Burnout, temptation, unplanned roadblocks, etc. all play a part in diverting us from our financial goals. Below we’ll go over some simple...
Paying off debt is a major step in obtaining financial security, but what’s the next right step toward that goal? Read on for actionable tips to help create a solid financial plan that will keep your finances trending in the right direction. Keep Budgeting Even when...
Leaving one job for another can be an exciting move, but changing companies can present some logistical challenges, such as what to do with your old 401(k) plan. While you have options to choose from, some may be better than others. Leave It With Your Former Employer...
Planning for a comfortable and secure retirement is a multistep process that is complicated and can take decades of preparation. If you are getting close to retiring, the following steps are ones you can take now to help prepare you for life in retirement. Build Your...
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.
After experiencing two years of increases in interest rates, which led to significant spikes in mortgage and credit card rates, investors and consumers alike are eager to know when the Federal Reserve intends to reduce interest rates. Simply put, the Fed is waiting...
Eligible families may see a boost in child tax credits as a bipartisan bill known as the Tax Relief for American Families and Workers Act of 2024 progresses through the legislative process. Here’s an overview of the tax bill and what it could mean for American...
Each year, adjustments are made to the Social Security program to ensure that benefits remain in sync with changes in inflation and wages. The annual revisions for 2024 took effect this month. The majority of these changes have the potential to affect benefit payments...
A 529 plan is widely recognized as an optimal strategy for funding your child’s higher education. With a recent federal law coming into play this year, 529 plans have gained added allure as a savings tool. In this article, we’ll delve into the details of this...
Self-employed professionals juggle numerous responsibilities, and while taxes are often a top concern, devising a strategic plan typically gets pushed down the priority list. This can lead to overpaying taxes. Read on for some tax strategies to help self-employed...
In response to a surge in questionable claims, IRS Commissioner Danny Werfel recently issued a directive to halt the immediate processing of new applications for a pandemic-related small business tax benefit. The employee retention credit (ERC), which was designed to...
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.
After experiencing two years of increases in interest rates, which led to significant spikes in mortgage and credit card rates, investors and consumers alike are eager to know when the Federal Reserve intends to reduce interest rates. Simply put, the Fed is waiting...
Eligible families may see a boost in child tax credits as a bipartisan bill known as the Tax Relief for American Families and Workers Act of 2024 progresses through the legislative process. Here’s an overview of the tax bill and what it could mean for American...
Each year, adjustments are made to the Social Security program to ensure that benefits remain in sync with changes in inflation and wages. The annual revisions for 2024 took effect this month. The majority of these changes have the potential to affect benefit payments...
A 529 plan is widely recognized as an optimal strategy for funding your child’s higher education. With a recent federal law coming into play this year, 529 plans have gained added allure as a savings tool. In this article, we’ll delve into the details of this...
Self-employed professionals juggle numerous responsibilities, and while taxes are often a top concern, devising a strategic plan typically gets pushed down the priority list. This can lead to overpaying taxes. Read on for some tax strategies to help self-employed...
In response to a surge in questionable claims, IRS Commissioner Danny Werfel recently issued a directive to halt the immediate processing of new applications for a pandemic-related small business tax benefit. The employee retention credit (ERC), which was designed to...
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
