See what’s ahead for 2026, from tax updates and year-end planning strategies to retirement savings insights, plus meet our newest Tax Manager, Justin Goerlach, CPA.
In the Know with BSCO: Keep up with the latest updates from Brinker Simpson & Company through our monthly e-newsletter. Discover industry insights, company news, and upcoming events. Check out our blog here, and click here for the newest firm-wide updates.
We’re excited to welcome Justin Goerlach, CPA, to Brinker Simpson as our newest Tax Manager. Justin brings over seven years of experience helping businesses and owners navigate complex filings and transactions. His leadership, industry insight, and technical skills will greatly benefit our clients and our growing tax team.
What Do the 2026 Cost-of-Living Adjustment Figures Mean for You?
The IRS has announced its 2026 cost-of-living adjustments, updating more than 60 tax provisions. Many of these changes, made permanent by the One Big Beautiful Bill Act (OBBBA), could significantly impact your year-end tax planning.
Year-End Review: Identifying Opportunities to Cut Costs
As 2025 comes to a close, consider three key strategies to improve your company’s bottom line: vendor consolidation, energy efficiency, and outsourcing opportunities that increase productivity and reduce costs.
Strategies to Prevent Abuse of Friends & Family Discount
Employee and customer discount programs can be valuable tools for fostering goodwill, but only when they are well-managed. Without clear rules and oversight, these programs can be vulnerable to abuse, fraud, and revenue loss.
With the end of the year approaching, now is a great time to review your business expenses and look for ways to maximize deductions. The One Big Beautiful Bill Act (OBBBA) has made several key tax provisions permanent, so careful timing of expenses could lead to substantial savings.
Benefits of Catch-Up Retirement Contributions After 50
If you are 50 or older, you can make catch-up contributions to increase your retirement savings. These extra contributions can significantly enhance your future wealth, and the benefits are often greater than many realize.
At Brinker Simpson, our team members are at the core of everything we do. Each month, we highlight two employees whose dedication, expertise, and teamwork showcase our firm’s core values:
Work Hard. Have Fun. Help Others.
Erik Klein, Senior Manager – Audit and Assurance
Erik is known for his steady approach, collaborative leadership, and ability to simplify complex accounting topics so clients and boards can take action. His work with nonprofits, closely held companies, and employee benefit plans shows the quality and care our team puts into every engagement.
Athena provides CFO-level accounting support to help clients optimize operations and reach their long-term goals. A proud graduate of Neumann University, she earned both her B.S. in Accounting and M.S. in Forensic Accounting, graduating cum laude with several academic honors.
This e-newsletter is intended for general informational purposes only and does not constitute legal, tax, accounting, investment, or professional advice. It should not replace consultation with qualified professionals. Always seek advice from experts before making any decisions. The tax information provided is not meant to be used to avoid penalties. We do not guarantee the accuracy or completeness of this information and disclaim all warranties, express or implied.
