New Retirement Contribution Limits for 2025 The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2025 tax strategy. You can also…
Janell Kuck is a Certified Public Accountant with over 20 years of experience who joined the firm in November 2024. She works out of our Coldwater office and is part of the Tax and Accounting teams. Janell specializes in providing the following services: Tax planning and preparation Small business accounting and taxation, including corporations, LLC’s,…
Moorman, Harting & Co., is pleased to announce that Janelle M. Pottkotter has passed the 3-part comprehensive IRS test covering individual tax, business tax, and representation, practices, and procedures. She is now enrolled to practice before the IRS as an Enrolled Agent. Janelle joined the firm in 2016 and provides accounting and tax preparation services…
What You Need to Know about Tax-Loss Harvesting Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill. It involves selling investments at a loss to secure capital gains that may be taxed at more favorable rates. While tax-loss harvesting won’t eliminate your taxes, it may…
WEEKLY ECONOMIC UPDATE Market Recap – Week ended Nov. 15 November 18, 2024 Market Updates Stocks Lower; Earnings Reports Positive Overview: Stocks were lower across the globe last week, as elevated political uncertainty and concerns about rising interest rates weighed on markets. In the U.S., the S&P 500 index fell 2.1%, as Federal Reserve Chair Jerome Powell…
Congratulations to Amanda and Dan on Their Newest Arrival! Abigail Irene was born Tuesday, November t. She weighed 9 lbs and 6 oz and is 21.5 inches long. Mom and baby are doing good!
Janet Bills, who is an Accountant and Enrolled Agent, is recognized for her 45 years of service to Moorman, Harting & Co. Janet has continually excelled in her career. She provides corporation and partnership financial statements and prepares tax returns for multiple types of entities, including individuals, corporations and partnerships. Janet has been a leader…
Congratulations to Doug Bertke and Moorman, Harting & Co. on receiving the 2024 Friend of the Foundation Award! “The 2024 Friend of the Foundation is no stranger to the Charity Ball or the Corvette Raffel. Since the event’s inception, Moorman, Harting & Co. has played a vital role in the success and integrity of…
WEEKLY ECONOMIC UPDATE Market Recap – Week Ending Nov. 1 November 4, 2024 Market Updates Stocks Lower; Fed Meeting This Week Overview: Stocks were lower across the globe for the second consecutive week last week as soft labor market data in the U.S. led stocks lower. For the week, the S&P 500 index was down 1.4%, with…
MONTHLY ECONOMIC UPDATE – November, 2024 Avantax Market Update – November 2024 Hi {Firstname}, In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax…