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Brian's Recent Articles
Year-End Tax Planning for Small Businesses to Protect Cash Flow and Maximize Savings
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expense …
Read MoreWhat Taxpayers Need to Know About the New IRS Penalty Relief Program
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever h …
Read MoreIs a Roth Conversion Right for You? Benefits, Risks, and Tax Strategies
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified wit …
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Brian is married to Christine and has two children, Katie and Jack. He grew up on a farm in southeastern Indiana and graduated from Switzerland County High School. He enjoys spending time with family and friends, boating, sports and playing golf.
Brian is a member of the American Institute of Certified Public Accountants and the Indiana Association of Certified Public Accountants. Brian also serves on the board for the Shelby County Public Library and the Shelbyville Girls Inc.
Brian's Recent Articles
Year-End Tax Planning for Small Businesses to Protect Cash Flow and Maximize Savings
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expense …
Read MoreWhat Taxpayers Need to Know About the New IRS Penalty Relief Program
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever h …
Read MoreIs a Roth Conversion Right for You? Benefits, Risks, and Tax Strategies
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified wit …
Read More
