The Sun is Beginning to Set on Some Depreciation Tax Provisions The Tax Cuts and Jobs Act of 2017 (TCJA) is one of the most significant pieces of tax legislation in the last 25 years. Passed in November 2017 and effective January 1, 2018, this legislation was designed to simplify individual tax rules, while also…
Even the most thought-out financial strategy may need to be adjusted for unexpected events, such as changes to your family life or career, or shifts in your family priorities. These are important opportunities for us to connect and ensure we make any adjustments to accommodate your new or shifting goals. Some of the most common…
Dear Valued Client, Last week’s closure of Silicon Valley Bank (SVB) marked one of the largest bank failures in history and sparked fears over the health of the entire financial system. While the situation remains fluid, below you’ll find a high-level overview. Highlights The collapse of Silicon Valley Bank fueled a sharp sell-off…
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…
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…
It’s a Girl! Kelsey and Kalobb Dodson welcome third little girl! Kelsey and Kalobb welcomed Kaylee Grace Dodson, born Wednesday, December 21st and weighing 5 lbs. 9.6 oz. Kaylee joins her two big sisters, Olivia and Peyton. Kelsey is an accountant and payroll specialist in our Coldwater office. Congratulations on your beautiful family!
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.
Cindy A. Plank joined Moorman, Harting & Co. as a Payroll Specialist in our Coldwater office. Cindy will be assisting with payroll processing as well as payroll tax administration. Cindy graduated from Celina High School and Wright State University Lake Campus. Cindy resides in Celina, Ohio with her husband, Chris. They are the parents of…
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…
Jennifer R. Sudman is the latest addition to our Coldwater financial services team. Jennifer will work as a financial services assistant with responsibilities including Customer service to financial services clients as well as helping with life insurance, long term care and disability insurance. Jennifer graduated from St. Marys Memorial High School and Strayer University. She…