In this month's newsletter, we celebrate Charles' 40th anniversary with the firm, Christi's children taking big steps, summer vacations, and several updates to tax credits, deductions, and more!

-Office News-

Congratulations Charles on 40 years with the firm! Your dedication to your clients, staff, and peers is evident in all that you do. Please join us in congratulating Charles on his 40-year anniversary by commenting on our FaceBook post here.

Charles recently attended a conference at the offices of Wealth Management in Norfolk, Nebraska. He spent several days learning more ways to help our clients determine and plan properly to meet their financial goals.

Charles has continued learning how to be a race car driver, spending time at Heartland Motorsports Park in Kansas and navigating the treacherous Tail of the Dragon course in North Carolina. The Tail of the Dragon course boasts 318 turns in only 11 miles!

2023 Graduates

Bella Geggus

Christi's youngest daughter Bella graduated from Pre-K and will start kindergarten in the fall. Congratulations Bella!

Logan Geggus

Logan graduated from Edwardsville High School and plans to attend St. Louis University in the fall and major in mechanical engineering while playing baseball. Logan has been an integral part of EHS baseball team's recent success. You can read more about his baseball success here. Congratulation Logan!

Client Spotlight: St. Louis Hot Tub Warehouse

St. Louis Hot Tub Warehouse has been offering wholesale pricing on spas and hot tubs for over 30 years. Michael Bairu purchased the business at the pandemic's peak, in late 2020. Building upon the increased sales of the initial years, Mike and his team offer quality new and refurbished hot tubs, swim spas, water care plans, and chemicals. They strive daily to ensure the selection, delivery, and maintenance of hot tubs are easy and worry-free. The highest form of compliment to Mike and the team is hearing stories from customers on how relaxing in their hot tubs helped them sleep better or relieved them of their stress and muscle pains. And of course, referrals are awesome too! Please visit them on their website, Facebook, or in person at 16329 Westwoods Business Park Ellisville, MO 63021

Healthcare Savings Accounts (HSA) amounts continue trend and increase again in 2024

The maximum contribution to a health savings account (HSA) and certain related benchmarks will again be sharply higher next year. The IRS announced the updated amounts Tuesday in Rev. Proc. 2023-23, issued pursuant to Sec. 223(g). The revenue procedure also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements (HRAs) under Regs. Sec. 54.9831-1(c)(3)(viii). Read More

How to Take the Stress Out of Taking Time Off

Have you ever questioned whether taking time off is worth it because the stress of preparing for a vacation is so high? If so, you’re not alone. While it’s difficult to remove all stress as you plan to head out of the office, a few strategies can reduce your headaches and set yourself up for success once you return.

Fun Ideas for Affordable Family Staycations

Family vacations can make for great memories…or the stuff of nightmares. That’s why, with so much in the news about skyrocketing transportation prices, endless security lines, canceled flights and lost luggage, many families are considering scaling back their vacation plans for something less stressful.

Summer has just arrived, and there is a tax break that working parents should know about. Many working parents must arrange for care of their children under 13 years of age (or any age if disabled) during the school vacation period. A popular solution — with a tax benefit — is a day camp program. Read More

Video: Updates to Clean Vehicle Tax Credits

Watch Now

The IRS Issues Update to the Tax Scams to Be Aware of For 2023 and Beyond

The IRS' "Dirty Dozen" is an annual list of the common tax-related scams that people may encounter at some point throughout the year. Read More

Is an SBA (7) Loan Right for Your Business?

It's safe to say that the millions upon millions of small and mid-sized businesses operating right now are the true foundation of the United States economy. But whether you're a seasoned veteran or are a new entrepreneur looking to journey out on your own for the first time, it's important to understand the options that are available for you in terms of funding and how to take advantage of them.

One of those is called the SBA (7) loan, which is a flexible form of business funding that is worth a closer look. Read More

When I had the idea to open a specialty bookstore, I knew I would need some help on the accounting side. Charles, Leslie, and Kristine filled that gap and more; they helped make my dream a reality. They are diligent, responsive, and knowledgeable. From managing our payroll and taxes to answering small questions I have about donations or pay rates, they have been with me from my first steps to opening to now, about two years in business. With their help, I can focus my energy on what I am best at and most passionate about. I highly recommend Tzinberg & Associates and thank you to them for all their hard work and dedication. -Betty Bayer, Mary Bruce Books

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Tzinberg & Associates

1 Country Club Executive Park

Glen Carbon, IL 62034

(618)288-8989

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