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Newsletter Archive

Below is an archive of our previous newsletters sent via email in 2024. As these letters are older, please double- check the information for relevance and validity. Click on the button to the left to view each letter.

If you have any questions, please give us a call!

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When Should You Cash in on Your Social Security?
Sent  May 1, 2025

We would like to help shed some light on all the factors to consider when determining when is the right time to take your social security.

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Tax Planning for College
Sent  January 7, 2025

We'd like to address several approaches to consider when planning for your child's college career.

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Roth IRA for Young People
Sent  January 3, 2025

Are you ready to secure your financial future and unlock the power of tax advantages?

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Making Qualified Charitable Distributions out of a Retirement Plan
Sent  November 26, 2024

We wanted to share some information about qualified charitable distributions to help you with your tax planning.

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Energy Efficient Home Improvement Credits
Sent  November 15, 2024

Are you thinking about installing property to make your home more energy-efficient?

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Beneficial Ownership Information Reporting
Sent  January 25, 2024

Corporate Transparency Act — Beneficial Ownership Information Reporting

Disclaimer
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

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Green, Polack & Company Accountancy Corporation

 

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