by by-super-admin | Sep 5, 2019
Unlock your business' potential with Brammer & Yeend's Business Services.
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.
President Trump’s One Big Beautiful Bill (OBBB) significantly expanded the benefits of the Qualified Small Business Stock (QSBS), which could save owners millions in capital gains taxes. This is quietly reshaping how business owners think about selling their companies. Here’s how it could change your exit strategy.
QSBS refers to shares in a C corporation that meet specific IRS criteria. Those who qualify can pay little to no capital gains tax on the sale of a business.
Under the new law:
These changes open the door for small businesses beyond tech startups to benefit from QSBS rules. That includes businesses in manufacturing, services, logistics, biotech, consulting, and more.
In the past, many business owners avoided C corp status due to double taxation. This is when corporate profits are taxed twice: first at the corporate level and again when distributed to shareholders as dividends. But for business owners looking to sell, there may be ways around double taxation depending on your business size, your income, your goals, and your corporate setup, so it’s wise to talk to a tax professional.
Before the OBBB, business owners needed to hold QSBS for five full years to get the tax benefits. Now the holding period is tiered like this:
This tiered approach makes it more appealing to business owners who hesitated due to timing. This especially helps newer businesses, such as those in AI or tech, that are growing fast and looking to sell within five years. But it’s not just for startups. Any qualifying C corp looking to scale quickly can take advantage of the tiered scale.
If you’re a small business owner looking to sell in the next few years, talk to a tax professional to help map out your timeline. The QSBS changes could potentially save you millions.
An emergency fund is a safety net for when life happens. A job loss, a car breakdown, an unexpected medical expense. These costs can hit out of nowhere, so an emergency fund is one of the smartest financial tools you can have. It provides breathing room when things go wrong, and keeps unexpected costs from turning into long-term debt. Here’s how to start building one, even if funds are tight.
An emergency fund is money set aside for real emergencies – not vacations or impulse buys. Save the funds for events like a job layoff, major car repairs, medical bills, and urgent home repairs. The money is there to keep you from relying on credit cards or loans when life throws something unexpected your way.
Without a financial cushion, even a small emergency can create long-lasting problems. A $1,000 car repair could turn into months of credit card interest, while a layoff could put your rent or mortgage at risk. An emergency fund will give you peace of mind knowing you can handle the unexpected without panic. And it’s a key step toward long-term financial stability.
The general rule is to save three to six months’ worth of living expenses. If that sounds overwhelming, start small. A beginning goal of $500 to $1,000 is a solid start. From there, keep building.
Your emergency fund should be easy to access but not so easy that it’s at risk with every temptation or whim. Here are a few strong options:
Avoid keeping your emergency savings in a checking account (too easy to access) or in CDs or investments, as these are subject to market fluctuations and aren’t easy to access in a pinch.
Start where you are and build steadily. Here’s how:
The bottom line is that an emergency fund is a basic layer of financial protection, helping you stay in control, even when life doesn’t feel that way. Start small and be consistent, knowing every dollar saved is one step closer to a more secure financial future.
President Trump’s One Big Beautiful Bill (OBBB) implements tax changes designed to simplify filing and keep more earnings in Americans’ pockets. The law adjusts how the IRS treats certain types of income, updates annual gift limits, raises the estate tax exemption, and adds fresh deductions for tip earnings and overtime pay. Here’s what’s changing.
The bill expands what counts as nontaxable income, meaning certain types of income will now be excluded from federal income tax. Traditionally, nontaxable income included things like child support, alimony, workers’ compensation, and Roth IRA contributions.
Now, under the OBBB, certain tips and overtime pay also qualify for deductions that reduce taxable income. That doesn’t mean they’re completely tax-free (Social Security and Medicare taxes still apply), but it does mean a lower federal tax bill overall.
Overtime pay has always been taxed just like regular earnings, but the OBBB changes that by introducing a new deduction: up to $12,500 for single filers and $25,000 for joint filers can be subtracted from taxable income each year.
This deduction applies to tax years 2025 through 2028. It begins to phase out for taxpayers earning more than $150,000 (single) or $300,000 (joint) in modified adjusted gross income (MAGI).
For workers who rely on overtime pay to make ends meet, this deduction could mean a significant amount in savings each year.
The OBBB also introduces a new rule for qualified tips. Eligible employees can now deduct up to $25,000 per year of tip income from their taxable earnings. To qualify, tips must be voluntarily given and received through cash, card, check, or digital payment apps. However, automatic gratuities (like restaurant service charges for large parties) don’t qualify because they’re not considered voluntary. Like the overtime deduction, this deduction is also valid from tax years 2025 through 2028.
The annual federal gift tax exclusion has increased from $18,000 to $19,000 per recipient. That means you can gift up to $19,000 to as many people you want each year without filing a gift tax return or paying any tax on it. It’s a small increase, but for families assisting loved ones with major expenses like college tuition or a first home, it’s a helpful move.
The federal estate tax exemption is the amount of wealth you can pass to heirs without activating the estate tax. At the end of this year, the exemption was set to revert to the pre-2017 Tax Cuts and Jobs Act (TCJA) levels of $5 million per person. However, starting in 2026, the threshold rises from $13.99 million to $15 million per person ($30 million for married couples). This limit is permanent (barring any amendment or repeal in future legislation) and indexed for inflation starting in 2027, ensuring that it continues to rise over time.
This update means fewer wealthy families will face the estate tax, and gives these households more predictability for long-term planning.
The OBBB implements a handful of new, targeted tax breaks. Consult a tax professional to understand how these changes could apply to your situation and make the most of any tax breaks you qualify for.
President Trump’s One Big Beautiful Bill (OBBB) includes a new business tax provision that could affect how entrepreneurs organize their startups. The change is making C corporations more appealing than they’ve been in years. For founders, early employees, and investors, the update to the Qualified Small Business Stock (QSBS) exemption is a big deal. It raises the potential tax-free gains from company stock and gives startup owners more control over when and how to realize those gains. Here’s what’s changing and why it matters.
The OBBB expands the QSBS capital gains tax exclusion from $10 million to $15 million for stock acquired after July 4, 2025. So, if you own qualifying stock in a C corporation and then sell it after meeting the holding period and other requirements (e.g. your C corp must be U.S.-based and have less than $75 million in total assets when it issues the stock), you could exclude up to $15 million in gains from federal income tax.
Simply put: if the company is successful, you get to keep more of your profit.
This is a significant advantage for founders and early employees who hold stock in their own startups, especially when emerging industries like AI and biotech are driving company values to rise quickly.
The QSBS change gives small startups another reason to consider that route instead of an LLC or S corp. With the higher exemption, founders of C corporations can protect more of their future profits from taxes when they eventually sell their stock. Investors get the same tax break if they keep their shares for at least five years.
It’s also a boost for early employees who receive equity as part of their compensation. Depending on how much the company appreciates, their potential payout for company growth could be partly or fully tax-free.
The OBBB also gives business owners more control over when they pay taxes on their gains. Instead of selling all your shares at once, you can sell some shares now and hold the rest for later. The timing can help you manage income level, avoid higher tax brackets, and plan for future rate changes.
The new $15 million cap also makes it easier for founders to include their business stock in long-term wealth and estate plans. They can transfer QSBS shares to trusts or family members while keeping the tax break. So, they can pass on more of the company’s value without losing money to taxes.
For new entrepreneurs, especially in tech and AI sectors, this change could mean keeping millions more in long-term wealth. Before deciding how to structure your business, talk with a tax professional who can help you navigate the ever-changing federal tax code.
Economic downturns are inevitable. Maybe not today, but eventually. The smart move is to prepare now so your business can endure those rocky times and even find opportunities rather than struggle through. Read on as we go over small business survival strategies to help pull your business through times of economic turbulence.
Cash is the lifeline of any business. When sales decline, you still have to cover rent, bills, and lease agreements. Setting money aside for emergencies provides breathing room when revenue shrinks. You should ultimately aim for a few months of expenses saved, but if that’s too much to set aside right away, even a small stash can help with surprise costs and keep you from rushing into quick fixes.
Depending on a small pool of clients or products is risky, so always be thinking of ways to add new streams of revenue. For instance, a bookkeeping service can attract new clients by offering budgeting workshops, a local gym could reach more clients by starting online workout programs led by their fitness trainers, and a catering company could offer date-night cooking classes. The goal is to diversify income streams so an economic slowdown won’t knock your business completely off course.
When times get tough, marketing is often mistakenly treated as expendable, but you should always be working to generate leads no matter the state of the economy. And it doesn’t have to be an expensive undertaking. Start an email campaign; leverage social media with quality content; contribute your expertise to blogs, podcasts, and magazines; refresh your website so it’s SEO-optimized. Marketing is like planting grass seed. With consistent watering, green grass will eventually grow through bare ground.
Your existing customers are your strongest asset when the economy slows, so be in tune with how you can support them. Add bonus perks to your rewards program, or send thank-you notes, coupons, or free samples with an order. A business that listens and shows it cares often earns trust and loyalty even when spending is tight. Loyal customers will also recommend you to others, which is one of the cheapest and most effective forms of marketing you can get.
Chasing sales alone won’t keep your business alive. Profit is what matters. Keep an eye on expenses and cut waste before it grows. Talk with suppliers about better rates. Use automation to save time and resources on repetitive tasks. But don’t trim so much that you hurt quality or employee morale.
Also think about the value of each sale. Some projects or customers may take up too much time for too little return. Focus on the work that actually strengthens your bottom line. Profitability is about more than cutting costs—it’s about making sure your efforts are worth it. When you’re profitable, you’re not just surviving; you’re building a foundation for growth when the economy turns around again.
Many small business owners want to give back by supporting causes that are important to them. Enter charitable donations – a way to give back while building trust with customers and employees, improving your brand visibility in the community, and lowering your tax bill. Here’s how to make the most of charitable giving.
Donating to charity, whether through food banks, nonprofits, or other charitable missions, shows customers that profit isn’t the only thing that matters to your business. Employees also appreciate seeing their workplace engaged in giving back. But the benefits go beyond goodwill. Charitable giving helps to expand your network, boost your company’s image, and donations can qualify as tax deductions, which reduces your taxable income. It’s a win-win.
You don’t need to break the bank to make an impact. Businesses can give in different ways:
For a donation to count as a tax deduction, the organization must be a qualified 501(c)(3) nonprofit. If you’re unsure of the organization’s status, check the IRS’s searchable database of nonprofit organizations.
You’ll need to keep accurate records such as receipts, donation letters, or bank statements. For donated goods, property, or equipment that is greater than $250 in value, you’ll need a letter in writing from the organization. And if the value exceeds $500, you’ll need to complete IRS form 8283.
Most businesses can deduct up to 10% of their taxable income in charitable contributions each year, but be sure to double check with an accountant. If you give more than the 10% cap, you may be able to carry the unused amount forward and apply it as a deduction in the following year.
The right amount depends on your finances. Some businesses set aside a percentage of profits each year, like 1% to 5%. Others pick a flat dollar amount they can manage.
The key is to be realistic. Giving should never put your business in a cash crunch. Review your budget, talk with your accountant, and decide what amount of giving works best for the season your business is in.
Charitable giving isn’t just about tax savings. It’s about networking and building on connections.
Stay in touch with the organizations you support. Ask how your donation is being used and share any PR strategies related to your donation. (Keep in mind that you’ll need to get permission from the organization to use its branding in any marketing or PR efforts.) Share updates with your employees and customers so they see the impact too. Consider volunteering or attending events to show that your commitment is genuine.
When you treat it as a partnership, you can give back to the community and support causes that matter while your business gets positive publicity and a tax deduction.
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
Unlock your business' potential with Brammer & Yeend's Business Services.
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.
President Trump’s One Big Beautiful Bill (OBBB) significantly expanded the benefits of the Qualified Small Business Stock (QSBS), which could save owners millions in capital gains taxes. This is quietly reshaping how business owners think about selling their companies. Here’s how it could change your exit strategy.
QSBS refers to shares in a C corporation that meet specific IRS criteria. Those who qualify can pay little to no capital gains tax on the sale of a business.
Under the new law:
These changes open the door for small businesses beyond tech startups to benefit from QSBS rules. That includes businesses in manufacturing, services, logistics, biotech, consulting, and more.
In the past, many business owners avoided C corp status due to double taxation. This is when corporate profits are taxed twice: first at the corporate level and again when distributed to shareholders as dividends. But for business owners looking to sell, there may be ways around double taxation depending on your business size, your income, your goals, and your corporate setup, so it’s wise to talk to a tax professional.
Before the OBBB, business owners needed to hold QSBS for five full years to get the tax benefits. Now the holding period is tiered like this:
This tiered approach makes it more appealing to business owners who hesitated due to timing. This especially helps newer businesses, such as those in AI or tech, that are growing fast and looking to sell within five years. But it’s not just for startups. Any qualifying C corp looking to scale quickly can take advantage of the tiered scale.
If you’re a small business owner looking to sell in the next few years, talk to a tax professional to help map out your timeline. The QSBS changes could potentially save you millions.
An emergency fund is a safety net for when life happens. A job loss, a car breakdown, an unexpected medical expense. These costs can hit out of nowhere, so an emergency fund is one of the smartest financial tools you can have. It provides breathing room when things go wrong, and keeps unexpected costs from turning into long-term debt. Here’s how to start building one, even if funds are tight.
An emergency fund is money set aside for real emergencies – not vacations or impulse buys. Save the funds for events like a job layoff, major car repairs, medical bills, and urgent home repairs. The money is there to keep you from relying on credit cards or loans when life throws something unexpected your way.
Without a financial cushion, even a small emergency can create long-lasting problems. A $1,000 car repair could turn into months of credit card interest, while a layoff could put your rent or mortgage at risk. An emergency fund will give you peace of mind knowing you can handle the unexpected without panic. And it’s a key step toward long-term financial stability.
The general rule is to save three to six months’ worth of living expenses. If that sounds overwhelming, start small. A beginning goal of $500 to $1,000 is a solid start. From there, keep building.
Your emergency fund should be easy to access but not so easy that it’s at risk with every temptation or whim. Here are a few strong options:
Avoid keeping your emergency savings in a checking account (too easy to access) or in CDs or investments, as these are subject to market fluctuations and aren’t easy to access in a pinch.
Start where you are and build steadily. Here’s how:
The bottom line is that an emergency fund is a basic layer of financial protection, helping you stay in control, even when life doesn’t feel that way. Start small and be consistent, knowing every dollar saved is one step closer to a more secure financial future.
President Trump’s One Big Beautiful Bill (OBBB) implements tax changes designed to simplify filing and keep more earnings in Americans’ pockets. The law adjusts how the IRS treats certain types of income, updates annual gift limits, raises the estate tax exemption, and adds fresh deductions for tip earnings and overtime pay. Here’s what’s changing.
The bill expands what counts as nontaxable income, meaning certain types of income will now be excluded from federal income tax. Traditionally, nontaxable income included things like child support, alimony, workers’ compensation, and Roth IRA contributions.
Now, under the OBBB, certain tips and overtime pay also qualify for deductions that reduce taxable income. That doesn’t mean they’re completely tax-free (Social Security and Medicare taxes still apply), but it does mean a lower federal tax bill overall.
Overtime pay has always been taxed just like regular earnings, but the OBBB changes that by introducing a new deduction: up to $12,500 for single filers and $25,000 for joint filers can be subtracted from taxable income each year.
This deduction applies to tax years 2025 through 2028. It begins to phase out for taxpayers earning more than $150,000 (single) or $300,000 (joint) in modified adjusted gross income (MAGI).
For workers who rely on overtime pay to make ends meet, this deduction could mean a significant amount in savings each year.
The OBBB also introduces a new rule for qualified tips. Eligible employees can now deduct up to $25,000 per year of tip income from their taxable earnings. To qualify, tips must be voluntarily given and received through cash, card, check, or digital payment apps. However, automatic gratuities (like restaurant service charges for large parties) don’t qualify because they’re not considered voluntary. Like the overtime deduction, this deduction is also valid from tax years 2025 through 2028.
The annual federal gift tax exclusion has increased from $18,000 to $19,000 per recipient. That means you can gift up to $19,000 to as many people you want each year without filing a gift tax return or paying any tax on it. It’s a small increase, but for families assisting loved ones with major expenses like college tuition or a first home, it’s a helpful move.
The federal estate tax exemption is the amount of wealth you can pass to heirs without activating the estate tax. At the end of this year, the exemption was set to revert to the pre-2017 Tax Cuts and Jobs Act (TCJA) levels of $5 million per person. However, starting in 2026, the threshold rises from $13.99 million to $15 million per person ($30 million for married couples). This limit is permanent (barring any amendment or repeal in future legislation) and indexed for inflation starting in 2027, ensuring that it continues to rise over time.
This update means fewer wealthy families will face the estate tax, and gives these households more predictability for long-term planning.
The OBBB implements a handful of new, targeted tax breaks. Consult a tax professional to understand how these changes could apply to your situation and make the most of any tax breaks you qualify for.
President Trump’s One Big Beautiful Bill (OBBB) includes a new business tax provision that could affect how entrepreneurs organize their startups. The change is making C corporations more appealing than they’ve been in years. For founders, early employees, and investors, the update to the Qualified Small Business Stock (QSBS) exemption is a big deal. It raises the potential tax-free gains from company stock and gives startup owners more control over when and how to realize those gains. Here’s what’s changing and why it matters.
The OBBB expands the QSBS capital gains tax exclusion from $10 million to $15 million for stock acquired after July 4, 2025. So, if you own qualifying stock in a C corporation and then sell it after meeting the holding period and other requirements (e.g. your C corp must be U.S.-based and have less than $75 million in total assets when it issues the stock), you could exclude up to $15 million in gains from federal income tax.
Simply put: if the company is successful, you get to keep more of your profit.
This is a significant advantage for founders and early employees who hold stock in their own startups, especially when emerging industries like AI and biotech are driving company values to rise quickly.
The QSBS change gives small startups another reason to consider that route instead of an LLC or S corp. With the higher exemption, founders of C corporations can protect more of their future profits from taxes when they eventually sell their stock. Investors get the same tax break if they keep their shares for at least five years.
It’s also a boost for early employees who receive equity as part of their compensation. Depending on how much the company appreciates, their potential payout for company growth could be partly or fully tax-free.
The OBBB also gives business owners more control over when they pay taxes on their gains. Instead of selling all your shares at once, you can sell some shares now and hold the rest for later. The timing can help you manage income level, avoid higher tax brackets, and plan for future rate changes.
The new $15 million cap also makes it easier for founders to include their business stock in long-term wealth and estate plans. They can transfer QSBS shares to trusts or family members while keeping the tax break. So, they can pass on more of the company’s value without losing money to taxes.
For new entrepreneurs, especially in tech and AI sectors, this change could mean keeping millions more in long-term wealth. Before deciding how to structure your business, talk with a tax professional who can help you navigate the ever-changing federal tax code.
Economic downturns are inevitable. Maybe not today, but eventually. The smart move is to prepare now so your business can endure those rocky times and even find opportunities rather than struggle through. Read on as we go over small business survival strategies to help pull your business through times of economic turbulence.
Cash is the lifeline of any business. When sales decline, you still have to cover rent, bills, and lease agreements. Setting money aside for emergencies provides breathing room when revenue shrinks. You should ultimately aim for a few months of expenses saved, but if that’s too much to set aside right away, even a small stash can help with surprise costs and keep you from rushing into quick fixes.
Depending on a small pool of clients or products is risky, so always be thinking of ways to add new streams of revenue. For instance, a bookkeeping service can attract new clients by offering budgeting workshops, a local gym could reach more clients by starting online workout programs led by their fitness trainers, and a catering company could offer date-night cooking classes. The goal is to diversify income streams so an economic slowdown won’t knock your business completely off course.
When times get tough, marketing is often mistakenly treated as expendable, but you should always be working to generate leads no matter the state of the economy. And it doesn’t have to be an expensive undertaking. Start an email campaign; leverage social media with quality content; contribute your expertise to blogs, podcasts, and magazines; refresh your website so it’s SEO-optimized. Marketing is like planting grass seed. With consistent watering, green grass will eventually grow through bare ground.
Your existing customers are your strongest asset when the economy slows, so be in tune with how you can support them. Add bonus perks to your rewards program, or send thank-you notes, coupons, or free samples with an order. A business that listens and shows it cares often earns trust and loyalty even when spending is tight. Loyal customers will also recommend you to others, which is one of the cheapest and most effective forms of marketing you can get.
Chasing sales alone won’t keep your business alive. Profit is what matters. Keep an eye on expenses and cut waste before it grows. Talk with suppliers about better rates. Use automation to save time and resources on repetitive tasks. But don’t trim so much that you hurt quality or employee morale.
Also think about the value of each sale. Some projects or customers may take up too much time for too little return. Focus on the work that actually strengthens your bottom line. Profitability is about more than cutting costs—it’s about making sure your efforts are worth it. When you’re profitable, you’re not just surviving; you’re building a foundation for growth when the economy turns around again.
Many small business owners want to give back by supporting causes that are important to them. Enter charitable donations – a way to give back while building trust with customers and employees, improving your brand visibility in the community, and lowering your tax bill. Here’s how to make the most of charitable giving.
Donating to charity, whether through food banks, nonprofits, or other charitable missions, shows customers that profit isn’t the only thing that matters to your business. Employees also appreciate seeing their workplace engaged in giving back. But the benefits go beyond goodwill. Charitable giving helps to expand your network, boost your company’s image, and donations can qualify as tax deductions, which reduces your taxable income. It’s a win-win.
You don’t need to break the bank to make an impact. Businesses can give in different ways:
For a donation to count as a tax deduction, the organization must be a qualified 501(c)(3) nonprofit. If you’re unsure of the organization’s status, check the IRS’s searchable database of nonprofit organizations.
You’ll need to keep accurate records such as receipts, donation letters, or bank statements. For donated goods, property, or equipment that is greater than $250 in value, you’ll need a letter in writing from the organization. And if the value exceeds $500, you’ll need to complete IRS form 8283.
Most businesses can deduct up to 10% of their taxable income in charitable contributions each year, but be sure to double check with an accountant. If you give more than the 10% cap, you may be able to carry the unused amount forward and apply it as a deduction in the following year.
The right amount depends on your finances. Some businesses set aside a percentage of profits each year, like 1% to 5%. Others pick a flat dollar amount they can manage.
The key is to be realistic. Giving should never put your business in a cash crunch. Review your budget, talk with your accountant, and decide what amount of giving works best for the season your business is in.
Charitable giving isn’t just about tax savings. It’s about networking and building on connections.
Stay in touch with the organizations you support. Ask how your donation is being used and share any PR strategies related to your donation. (Keep in mind that you’ll need to get permission from the organization to use its branding in any marketing or PR efforts.) Share updates with your employees and customers so they see the impact too. Consider volunteering or attending events to show that your commitment is genuine.
When you treat it as a partnership, you can give back to the community and support causes that matter while your business gets positive publicity and a tax deduction.
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