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....
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...
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...
Making a plan for withdrawing money from retirement accounts is the piece of the saving-for-retirement puzzle that is often overlooked or treated as an afterthought. This is a mistake. Smart distribution strategies, which can be combined and modified over time, will...
The two most popular choices for retirement accounts are the 401(k) and the individual retirement account (IRA). Both types of retirement accounts have their advantages, but there are a few reasons why a Roth IRA might edge out a 401(k) in the race to retirement. Read...
With retirement comes the challenge of stretching out your savings for the rest of your life, so it’s more important than ever to take advantage of every available tax break. Surprisingly, there are some tax breaks for seniors that are often missed simply because they...
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.
As a small business owner, tax deductions can significantly lower your taxable income and increase your bottom line. In 2025, key tax-saving opportunities include Section 179 deductions, bonus depreciation, and the Research and Development (R&D) tax credit....
The Trump tariff policies on major trade partners, including Canada, Mexico, and China, could have significant economic implications for U.S. consumers. With a 25% tariff on imports from Canada and Mexico, a 10% tariff on Chinese goods, and an additional 10% tariff on...
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...
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.
As a small business owner, tax deductions can significantly lower your taxable income and increase your bottom line. In 2025, key tax-saving opportunities include Section 179 deductions, bonus depreciation, and the Research and Development (R&D) tax credit....
The Trump tariff policies on major trade partners, including Canada, Mexico, and China, could have significant economic implications for U.S. consumers. With a 25% tariff on imports from Canada and Mexico, a 10% tariff on Chinese goods, and an additional 10% tariff on...
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...
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
