Planning ahead is the theme for this edition of Word to the Wise. Our June 2023 issue focuses on mid-year tax planning.

Articles of interest include:

• The Home Gain Exclusion: Make Sure You Qualify
• Calling All Taxpayers: Plan Now or Pay Later
• Graduation Season: A Great Time to Review Money Basics

Should you have questions about this topic, or any other topics related to your personal or business situation, please contact us at any time.

DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update, and other related communications are intended to provide general information, as of the date of this communication, and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.

Welcome to the first issue of Word to the Wise for 2023. In this issue our focus in on taxes, finances and retirement. Our articles include:

• Reduce Your Tax Bill in 2023
• Plan Your Retirement Savings Goals for 2023
• Tips to Get Your Finances in Tip-Top Shape
• Tax Time! Tips to Get Organized

As you will see, we want to make certain you are prepared for the 2023 tax filing season as well as prepare for your current and future financial goals. As always, if you have questions about any of the topics or have other questions related to your business or personal needs, please contact us.

DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update COVID-19, COVID-19 Business Resources, COVID-19 Client News Alerts and other related communications are intended to provide general information, including information regarding legislative COVID-19 relief measures, as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.

The September/October 2022 issue of Word to the Wise is now available online. In this issue, article topics include:

• Details of the revamped electric vehicle tax credit and other energy credits in newly passed legislation
• Tips to review your recurring monthly bills that seem to automatically creep up
• Ideas to protect your Social Security Number

As always, if you have questions about any of the topics in this issue or need assistance regarding your personal or business tax situation, please contact us.

DISCLAIMER: The WM Daily Update, Newsletters, COVID-19 Business Resources and Client News Alerts and other related communications are intended to provide general information on legislative COVID-19 relief measures as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.

In this issue of Word to the Wise, we focus on summer jobs and the taxes you can expect to owe based on whether you are an employee, working for a family business, an entrepreneur or a domestic worker, such as a babysitter. In addition, we include articles on home offices and the tax consequences of virtual transactions.

As always, if you have questions about any of the topics in this issue or need assistance regarding your personal or business tax situation, please contact us.

DISCLAIMER: The WM Daily Update, COVID-19 Business Resources and COVID-19 Client News Alerts and other related communications are intended to provide general information on legislative COVID-19 relief measures as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.

Welcome 2022! Our first issue of Word to the Wise contains articles to help you plan your year as well as helpful tips for tax season. Our titles include:

• Easy-to-Overlook Tax Documents (This year is a little more challenging)
• I Owe Tax on That? (We list five taxable items that may surprise you)
• Great Tips for Your Home-Based Business
• Business Metrics that Have Impact

As always, if you have questions regarding any of our publications, please reach out to us at any time.

To read this issue, please click on the appropriate link below.

DISCLAIMER: The WM Daily Update, COVID-19 Business Resources and COVID-19 Client News Alerts and other related communications are intended to provide general information on legislative COVID-19 relief measures as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.