This issue’s topics include:

  • Small changes can mean big gains in employee retention
  • Defray college costs with education tax breaks
  • Traditional IRAs: Six facts you should know
  • Take note of new foreign asset reporting
  • Use your tax refund for your future financial security


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Insero & Co. understands that when it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter (formerly the Client Update Newsletter) is just one of the ways we help you stay up-to-date on tax and financial issues that impact business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read.

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.