H&S Client Survey

This year H&S celebrates 40 years in business! It’s clients like you that have contributed to our success, and we want to hear from you. Please fill out a short survey to let us know how we’re doing and how we can improve. Once completed, you’ll be entered into a drawing for a $40 VISA gift card (40 winners), or a $400 VISA gift card (one winner). You must enter your name and email to be entered. Thank you for your time, we value your opinion!

Click here to take the survey!

Master the Markets in May

Learn all about the markets in May! Next in our virtual seminar series are two seminars, given by industry experts… A Global Market Update and a Guide to the Markets!

Click here to RSVP!

Global Market Update

 Ted Truscott, Columbia Threadneedle Investments
 Ameriprise Financial Services, LLC
Join us for an exclusive opportunity to attend a virtual presentation. The event is complimentary. 
Tuesday, May 2nd from 4:00 – 5:00 pm EST
Ted Truscott is the Chief Executive Officer of Columbia Threadneedle Investments, a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional, and corporate clients around the world, will be giving us a Global Market Update.

Guide to the Markets

 Stephen Bernhardt, JP Morgan Asset Management, Vice President
 HS&C Wealth Management
Join us for an exclusive opportunity to attend a virtual presentation. The event is complimentary. 
Monday, May 15 from 4:00 – 5:00 pm EST
During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss:

  • Current economic landscape and outlook for the current year
  • Key drivers and trends taking place in the markets

Governor Whitmer signs legislation phasing out retirement tax & raising working families tax credit

Check out our recap of the recently signed legislation that will phase out the state’s retirement tax over four years, as well as raise the Michigan Working Families Tax Credit to match the federal Earned Income Tax Credit. Click the image below to learn more.

Click the image to download a PDF.

Congrats to our Muskegon Office!

We are proud to announce that our H&S Muskegon office has recently won a Service Excellence Award at the Muskegon Lakeshore Chamber of Commerce’s 2023 Business Excellence Award Ceremony.

Check out the video below and learn more about what it means to be an H&S client :)

Estate Planning 101 Virtual Seminar

Next up in our Virtual Seminar Series is: Estate Planning 101
Our friends at Alles Law will be discussing how to plan with purpose, provide education on the right plan for you and your family, and review all the legal tools available. Get your questions answered by the experts.
RSVP and learn more by clicking the link below:

Receiving an Earned Income Tax Credit for 2022?

Did you know that proposed changes to the Michigan Earned Income Tax Credit (EITC) could result in a 5x increase to your state tax credit for 2022, if enacted as proposed? We encourage you to ask one of our tax professionals what this might mean for you!

Head to our H&S Locations page for contact information for all of our offices.

Questions on the changes related to R&D costs?

Changes to the deductibility of research and development expenses may significantly impact companies’ tax liabilities for tax year 2022. We break down what is changing, who it applies to, and next steps if you think you may be affected. Click the image to download the PDF for more details!

Click the image above for a downloadable PDF.


Why your refund might be lower this year…

During 2020 and 2021, there were several favorable benefits available to taxpayers that are now no longer applicable in 2022. As such, the changes to these tax rules may impact your overall tax liability and refund this year. Click on the image below for a table that summarizes these changes in 2022 in comparison to prior years, and details what the anticipated impact may be to you.

Click the image above to download the PDF.

Check out our review of the Inflation Reduction Act

Click the image below to download and read our breakdown of the Inflation Reduction Act. The included table is a helpful resource. As always, reach out to your CPA or tax professional with any questions!

Click here to download

Our Wealth Management team made the list of Forbes Best-In-State Wealth Management Teams for 2023!

Click the logo above to see our profile page on Forbes!

GRAND RAPIDS, MI – January 12, 2023 – HS&C Wealth Management, a private wealth advisory practice with Ameriprise Financial in Grand Rapids, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. HS&C Wealth Management was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.

HS&C Wealth Management is led by Chase Carpenter. The team also includes financial advisors Daniel DeWitt, CFP®, MBA, Nick Hendon, CRPC®, Mike Gascon, Steven Campbell, CFP®, APMA, Cory Preuss, CRPC®, Zachary Hunt, Jeff Buursma, Nelson Schrader, Jack Hendon, CPA, Bruce Meyers, CPA, and Karen Rogers and support staff Joy Foster, Jan Liszewski, Sara Wright, Stephanie Hendon, Sydney Bollaert, Alex Buthker, Robert Blaszak, Kyle Brooks, Barb Zemaitis, Sara Sherman, and Kaitlyn Nelson. They have collectively served the Greater Grand Rapids, Fremont, Muskegon, Mt. Pleasant, Rockford, Greenville, Ionia, Big Rapids, and Lansing communities since 2010.

HS&C Wealth Management provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Stephanie Hendon at 616.456.6550 or visit the Ameriprise office at 5136 Cascade Rd SE, Suite 2B, Grand Rapids, MI 49546 or their website at HS&C Wealth Management – Rockford, MI: Ameriprise (ameripriseadvisors.com).


About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.

Visit forbes.com for additional information about Forbes.

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Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 12, 2023.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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