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At Brinker Simpson, we provide our clients and friends with the latest and most critical business information available. We strive to consistently share helpful guides and publications that address timely financial, tax, and general business needs.

 

Click here to access the Brinker Simpson blog and here to access firmwide updates.

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Education Benefits Help Attract, Retain and Motivate Your Employees

 

An educational assistance program can be a win-win. Employees value the perk and employers can benefit from a more educated, motivated workforce. Here are the basic tax rules.

 

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Achieving the Right Balance of Working Capital


Do you know the three keys to lowering your company’s working capital requirements?

 

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BSCO_BlogIcon_John Retkovis Joins Brinker Simpson & Company, LLC

John Retkovis Joins Brinker Simpson & Company, LLC

 

Brinker Simpson & Company is pleased to welcome John Retkovis to our team of professionals. John joins the Firm as a tax accounting associate, providing compliance, consulting, and outsourcing services to partnerships, individuals, and corporations.

 

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Social Security’s Future: The Problem and the Proposals

 

The future of Social Security is in peril. Here’s a look at the current situation and potential solutions.

 

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Before You Scan a QR Code, Make Sure It’s Legitimate

 

Before you scan that QR code, look closely: Someone may have tampered with it. Fraud perpetrators use QR codes to steal personal and business information and access accounts.

 

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Don't Overlook These Two Essential Estate Planning Strategies

 

When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your wishes are carried out after your death. Indeed, the two specific strategies discussed below should be used in many estate plans.

 

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The IRS Clarifies What Counts as Qualified Medical Expenses


Does your business provide Health Savings Accounts (HSAs) to employees? The IRS has announced the inflation-adjusted amounts for 2024. Here they are, along with the benefits of HSAs.

 

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BSCO_BlogIcon_Marj Babiak Joins Brinker Simpson & Company, LLC

Marjorie Babiak Joins Brinker Simpson & Company, LLC

 

Brinker Simpson & Company is pleased to welcome Marjorie Babiak to our team of professionals. Marj joins the Firm as an accounting associate on our client accounting services team. She is responsible for our clients' day-to-day accounting activities, including general oversight of their bookkeeping system and financial reporting. 

 

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Brinker Simpson & Company, LLC

1400 N Providence Rd, Rosetree Building 2, Suite 2000E

Media, Pennsylvania 19063

610-544-5900

 

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Our firm provides the information in this e-newsletter for general guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.