by Matthew Senter | Sep 18, 2023 | Community, Team
Dear Clarkston Community, As an affiliate of Dolly Parton’s Imagination Library, the Rotary Club of Clarkston is committed to creating a community that works for all children and all families, especially those most in need. Literacy is the foundation of a child’s...
by Josh Legant | Aug 23, 2023 | Tax
529 plans can be a great tool to use when saving for college expenses! Starting in 2024, there is a new aspect to these plans. You will now be able to rollover a 529 into a Roth IRA owned by the beneficiary of the 529. This is a great feature for those that might have...
by Matthew Senter | Jul 17, 2023 | Tax
Michigan Individual Income Tax Update As tax laws and regulations are constantly changing, we try our best to keep you abreast of those changes. Here we wanted to update you on a few changes from the Michigan Department of Treasury. State Income Tax Reduction for 2023...
by Lisa Haiss | Jul 6, 2023 | Information Technology
Onvio Email Address Have you registered for the client portal? If not, you can find out how to register for your client portal HERE. If you have registered for the client portal, but no longer have access to that email, you can change your email address. The video...
by Lisa Haiss | Jun 12, 2023 | Tax
Extension Deadline and More The tax filing deadline was April 18th. It is now behind us, but there are a few deadline that you, as a taxpayer, need to be aware of. These deadline apply to individual’s that make estimated payments or have filed a tax extension. each...
