Traditional accounts such as 401(k)s and IRAs have long been favored when it comes to retirement planning. However, there is a growing recognition that Health Savings Accounts (HSAs) can play an important role in achieving a secure retirement. Below we explore the...
We all hope to live a long life in retirement, and we’d be remiss to think that we won’t experience any financial hardship. From divorce to economic recession to losing a family business and anything in between, life guarantees ups and downs. It only makes sense to...
Those who’ve waited until later in their career to start planning for retirement may have an uphill road ahead, but certain tactics can help build financial reserves while you’re still in the workforce. Below we discuss catch-up strategies for building a nest egg when...
Retirement planning doesn’t stop just because you leave the workforce. Even if you’ve followed a retirement savings plan throughout your working years, it’s just as critical to have a solid plan for your assets post-retirement. The following tips will help map a...
Inflation, which rose considerably last year, is likely to remain high through 2022, and some experts think that infrastructure legislation will only add to inflation. Throw in rising interest rates that were just enacted by the Federal Reserve, and you have a perfect...
When it comes to saving for retirement, it’s important to remember that standard retirement savings advice is not one-size-fits-all. Be aware of the following common misconceptions so you can meet your savings goals with clarity and confidence. The 4% Rule is...
With some strategic planning you can establish a game plan for withdrawal designed to provide the income you need to fund your retirement without the fear of running out of money. Some of these strategies, discussed below, will even help you stay ahead of inflation....
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.
The 2025 tax season has arrived. From the federal income tax filing deadline to due dates for extensions and quarterly estimated tax payments, being aware of these important dates will help you stay organized for a reduced-stress tax season. In this article, we’ll...
Maximizing your 401(k) retirement savings is key to building a secure financial future. The beginning of a new year is the perfect time to revisit your retirement strategy and ensure you take full advantage of available opportunities. Read on for actionable strategies...
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...
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.
The 2025 tax season has arrived. From the federal income tax filing deadline to due dates for extensions and quarterly estimated tax payments, being aware of these important dates will help you stay organized for a reduced-stress tax season. In this article, we’ll...
Maximizing your 401(k) retirement savings is key to building a secure financial future. The beginning of a new year is the perfect time to revisit your retirement strategy and ensure you take full advantage of available opportunities. Read on for actionable strategies...
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...
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
