by Lisa Haiss | Oct 9, 2023 | Team
Jordan grew up in a very small city, about an hour north of Clarkston. Jordan graduated from The University of Michigan with a Bachelors degree in Business Administration. She worked in the retail and financial industries through college. She began her career in the...
by Josh Legant | Oct 3, 2023 | Tax
With the year coming to a close, now is a great time to start gathering and calculating your business expenses. If you started a new business or if you just need a refresher on what you can deduct as a business expense, we are here to assist. For the most part, you...
by Josh Legant | Sep 26, 2023 | Tax
The year is coming to a close, so what a better time than now to start gathering and calculating your business expenses. If you started a new business or if you just need a refresher on what you can deduct as a business expense we are here to help. For the most part...
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...
