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Anthony, here is your Newsletter for Wednesday, November 10, 2021. We hope you enjoy these articles!
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The Financial Planning Process

A journey of a thousand miles begins with the first step.  Its never too early nor too late to take action.  Given all that’s occurred over the last 18 months, what better time to take that first step to secure your financial future? Take the time to determine your current financial situation. Take the time to development financial goals. Take the time to convert those goals into a financial action plan. Implement a financial action plan to secure your financial health. ABPA has the expertise and team to assist you with your best investment , YOU! Click Title or Image to learn more. 

2021 Tax Tips: A Look at the Future

A lot may happen in the coming months to change the tax situation — or everything may remain the same. For a summary of proposed tax changes targeting businesses and high net worth individuals to see how the scenario may play out, Click Title or Image. 

Taxable and Nontaxable Employee Benefits

Offering the right employee benefits can help employers attract and retain employees. Before deciding to offer a benefit to the workforce, however, it is important to understand the difference between taxable and nontaxable benefits. Click Title or Image, for an overview of how benefits are taxed.

Conflicts of Interest in Nonprofits

When an employee at a nonprofit has another job or relationship that might affect his or her work, that employee is said to have a conflict of interest. It's a risk every nonprofit runs. Click Title or Image, to learn about the types of conflicts of interest and how to address them.

Tax Items To Check as the Year Winds Up

The fourth quarter is a good time to take stock of your tax situation and ask yourself the important questions: Do you need any adjustments to your withholding? What 2021 changes will affect you when you prepare your taxes? Click Title or Image, for an end-of-year tax review.

Local Entertainment And Events Calendar: Including Virtual Events

You'll always know where the fun's going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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