What is estate planning?
Hint: it is so much more than estate taxes. In this video, Kathy Ettensohn, Vice President and Co-leader of Advisory Services, discusses how to make sure your loved ones are taken care of when you’re gone. Are you ready to get started? Let’s talk 1-800-880-7800.
Kathy Ettensohn, CPA, MST, CIRM, is a Vice President and Co-leader of the Advisory Services Department. Kathy has over 30 years of experience serving clients in the areas of audit, tax, and business consulting.
Avantax Planning PartnersSM announces award winners at annual conference in Des Moines, Iowa.
For the second year in a row, Harding, Shymanski & Company, P.S.C. president, Scott Olinger, received the President’s Club award. This award is made up of the highest performing individuals among Avantax Planning Partners affiliates. President’s Club winners demonstrate exemplary productivity, client service, communication, planning guidance, and are advocates of Avantax Planning Partners.
In addition, Harding, Shymanski & Company, P.S.C. received the 2021 Best Practices Firm award in recognition of their dedication to following a proven model to ensure all areas of financial planning are addressed.
Disclosure: Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. Avantax entities are independent of and unrelated to Harding, Shymanski & Company, P.S.C.
What is planning for the future all about? What is exit planning? In this short video, Scott Olinger, CEO chats about the answers to these questions and the 7-Step HSC STEPS process.
Find out more on our HSC STEPS webpage.
Ready to talk about it? Contact our expert team leads, Scott Olinger and Kyle Wininger.
Harding, Shymanski & Company, P.S.C. Offices will close at Noon local time on Fridays starting May 27th and continuing through the Labor Day holiday.
“Our employees work hard year-round, and especially this year’s busy season has had new challenges at every corner” said Scott Olinger, CEO. “We offer this alternative schedule in acknowledgment of the team’s commitment to serving our clients.”
Regular Friday office hours of 8:00 a.m. to 5:00 p.m. will resume on Friday, September 9th.
Take your business to the next level.
About this time of year, we all focus on our taxes.
The challenge is that often waiting until the last minute is not the best business decision.
What if you were to plan ahead of time to determine what you need to take your business to the next level?
What if it’s time for a CFO?
Watch this short video for a brief overview: https://resources.hsccpa.com/project/the-benefits-of-hiring-an-outsourced-cfo/
Yes, hiring a CFO may seem to be out-of-reach–however, have you considered an outsourced CFO?
Watch the video for some keen insights.
You may find that the timing for your business is perfect.
Getting organized for tax season can reduce stress and help your financial team save you money. Michele Graham explains how in this short video.
Due to local weather conditions, our offices will be closed Friday, February 4th.
Utilizing technology, we’re able to continue working remotely despite the office closure. Our staff is available via e-mail, and we will be checking voice mail messages periodically throughout the day.
We appreciate your patience during our winter weather challenges.
Does ice or snow have you stuck at home? It’s a great time to organize your tax documents and get to your tax advisor. Even if you do not have all your information just yet, we can get started.
Below are a few reminders of key information as you gather your documents:
Stay safe and warm!