Numbers to Remember for 2023

  Numbers to Remember for 2023 Social Security Wage Base- $160,200 – this is the amount of income that social security tax is required to be paid upon. This increased by almost 9% from 2022!   HSA Contribution Limits Single: $3,650 Family: $7,300 An additional $1,000 contribution can be made for each individual aged 55…

Mary Jane Koesters has become a partner with Moorman, Harting Financial Services Ltd effective January 1, 2023

Effective January 1st, Mary Jane Koesters became a partner in Moorman, Harting Financial Services Ltd.  Mary Jane has been with Moorman, Harting Financial Services Ltd for 19 years.  She is a Financial Advisor and holds the AIF and CPFA credentials.  Mary Jane serves as the Director of Financial Services for the company and assists clients…

Wedding Bells

Congratulations to Hannah and Gary Brackman on their recent marriage on Saturday November 26.  They had a beautiful sunny day and a wonderful reception and meal at the Ft Recovery Legion.  Upon their return from their honeymoon, they will be residing in Cassella.  Hannah is a Financial Services Assistant/Tax Preparer in our Coldwater office.

Moorman Harting Financial Services Represent at the annual Avantax National conference

Moorman Harting Financial Services Represent at the annual Avantax National conference   Avantax held their annual National Conference in Atlanta from Sunday November 13th to Tuesday November 15th.  Moorman Harting Financial Services was represented by several Financial Advisors and Financial Assistants and spouses.  They attended a variety of classes and learning sessions.  They plan on…

Moorman Harting Team Members Attend Synergy Conference 

Moorman Harting Team Members Attend Synergy Conference    Thomson Reuters, a leading provider of tax and accounting software to CPAs,  held their annual Synergy conference in Washington D.C. from Wednesday, November 9th to Saturday November 12th.  Moorman Harting’s Doug Bertke and Gina Guggenbiller attended this conference.  They participated in education sessions regarding improvements to the…