H&S Archives | H&S Companies

H&S 2021 Tax Newsletter

January 12, 2021/in Uncategorized/by Stephanie Hendon

H&S 2020 Tax Newsletter

January 10, 2020/in Uncategorized/by Stephanie Hendon

We hope that you enjoyed the holidays and that 2020 is off to a great start! For us, the new year brings a new tax season and a new tax newsletter.

Our annual tax newsletter is full of tax law changes and we hope you find it helpful. Please feel free to contact your H&S tax professional if you have any questions – we are here to help!

Click the image below to download a copy of our 37th annual tax newsletter. Please feel free to pass it on!

Click to Download Newsletter

If you’d also like a copy of the checklist or questionnaire, please click the links below to download:

H&S Tax Questionnaire

H&S Tax Checklist

Why Most Chains Use a 4 Week Accounting Period

June 28, 2019/in Articles/by Stephanie Hendon

H&S has experts in restaurant accounting, payroll and taxes – providing busy restaurateurs with solutions to not only survive in this competitive industry, but thrive! Click here to read an article by Jim Laube on Why Most Chains Use a 4 Week Accounting Period.

2019 Educational Seminar Series

February 21, 2019/in Uncategorized/by Stephanie Hendon

Join us for a free series of events we are hosting on important financial topics such as Social Security and Medicare options, saving for college, and intergenerational wealth transfer! We welcome you, your friends & your family members who might benefit from this information. Click on the flyer for details, locations, times and RSVP information.

Times Indicator – Effective Use of Your Retirement Plan or IRA

January 30, 2019/in Articles, Media, Uncategorized/by Stephanie Hendon

You’ve worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it’s time to begin thinking about how to tap your plan assets for income.

First, evaluate your needs. Estimate your non-negotiable basic needs for things like housing, food and medical care. This is how much you’ll need just to get by. Then, estimate your income needs for things like travel, leisure and entertainment to determine how much income you’ll need for your desired lifestyle. You can adjust the lifestyle items, if necessary, but conventional guidance says you’ll need at least 70 percent of your pre-retirement income in retirement.

Second, assess your predictable income. Determine how much you can expect from Social Security and traditional pensions. If your predictable income will be enough to cover your basic needs, you may be in a position to use your retirement savings to fund your lifestyle.

On the other hand, if your basic needs exceed your predictable income, think carefully about how you tap into your retirement savings.

For example, if you have both tax-deferred and tax-free (Roth) accounts, you might consider utilizing tax-deferred accounts first to maximize the tax-free growth potential of your Roth.

Third, understand your plan options. Upon leaving your employer, you typically have four options. Plans may allow you to leave the money alone or may require that you begin taking distributions upon reaching the plan’s normal retirement age. You may choose to withdraw the money as a lump sum or receive equal payments for life. You may roll the money into an IRA. Or, if you continue to work during retirement, you may be able to roll the money into your new employer’s plan. Be sure to compare fees and expenses for each option before making a decision!

Determining the appropriate way to tap your assets can be extremely challenging and should take into account a number of factors, including income taxes, other income-producing assets, your overall health, and your estate plan.

The good news is you don’t have to do it alone. Speak with an accountant, attorney or financial advisor today to learn more about your options.

*Click anywhere in the article to download the PDF*

H&S 2019 Tax Newsletter

January 14, 2019/in Articles, Newsletters, Tax Tips, Uncategorized/by Stephanie Hendon

We hope that you enjoyed the holidays and that 2019 is off to a great start! For us, the new year brings a new tax season and a new tax newsletter.

Our annual tax newsletter is full of many new tax law changes, and we hope you find it helpful. Please feel free to contact your H&S tax professional if you have any questions – we are here to help!

Click the image below to download a copy of our 36th annual tax newsletter. Please feel free to pass it on!

Click to Download Newsletter

If you’d also like a copy of the checklist or questionnaire, please click the links below to download:

H&S Tax Questionnaire

H&S Tax Checklist

H&S 2018 Tax Newsletter

January 8, 2018/in Articles, Newsletters, Tax Tips, Uncategorized/by CurlyHost

Well folks it’s here, another new year! Happy 2018! We hope you enjoyed the holidays, and were able to spend time with family and friends.

Our annual tax newsletter is full of many new tax law changes, and we hope you find it helpful. There are sure to be questions, so please feel free to contact your H&S tax professional – we are here to help!

Click the image below to download a copy of our 35th annual tax newsletter. Please feel free to pass it on!

Click to Download Newsletter

If you’d also like a copy of the checklist or questionnaire, please click the links below to download:

H&S Tax Checklist

H&S Tax Questionnaire

2017 Tax Reform! Last-minute year-end moves…

December 27, 2017/in Articles, Committed to Our Communities, Newsletters, Press Releases, Tax Checklist, Tax Tips, Uncategorized/by CurlyHost

Check out this letter for last-minute year-end moves you can make, in light of the Tax Cuts and Jobs Act.

Click to Download the PDF letter

Tony Rubleski Coming to Muskegon!

October 25, 2017/in Articles, Media, Press Releases, Uncategorized/by Stephanie Anderson

Hey there Muskegon area folks! We have an exciting opportunity…mark your calendars for Wednesday, November 8th at 8:00 am because we’re bringing in Author & Speaker, Tony Rubleski to share leadership lessons to take your business and career to the next level. We’re hosting this event in partnership with our friends at the Muskegon Lakeshore Chamber of Commerce. There’s still room to reserve a seat!

There will be a continental breakfast, presentation by Tony, and books available for purchase as well as signing! Click the image below to download the invite with all the details.

Reserve a spot for you and your colleagues today by emailing Stephanie Hendon at stephanieh@hscompanies.com or calling 616-456-6550 x1908.

We hope to see you at the Shoreline Inn & Conference Center on the 8th!

Click to Download

Condo Association Services

September 27, 2017/in Uncategorized/by Stephanie Anderson

Did you know that one of the many services H&S offers, is Condo Association Services? From the most basic level of service, Compilation, to Review, and the most in-depth level, an Audit, we offer it all.

Download our Condo Association Services info sheet below for more detailed information.

Click to Download

Tag Archive for: H&S

Why Most Chains Use a 4 Week Accounting Period

2017 Tax Reform! Last-minute year-end moves…

Tony Rubleski Coming to Muskegon!

Condo Association Services

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