by Tom Schumar | Aug 18, 2026 | Events
Join us virtually or in-person for our Medicare 101 Presentation Wednesday, September 23rd6:30 PM 35655 Mound Road,Sterling Heights, MI 48310 Guest Speaker: Jim Bokshan Medicare & Health Insurance Consultant REGISTER NOW → Key Discussions & Insights Join... by Tom Schumar | Jul 31, 2026 | Monthly Tax Alerts, Small Business Trends
MOCERI & COMPANY Certified Public Accountants | Strategic Advisors StrategicInsights August 2026 Volume 18, Issue 5 A Message From Our Team Two paths to grow your business — and how to execute either The most successful businesses are developing their... by Tom Schumar | Jul 15, 2026 | Tax Tips
TAX TIP When Life Insurance Becomes Taxable Provided by Jeffrey Manzella, CFP®, AIF® Life insurance taxable questions come up more than people expect. A life insurance payout can become taxable when an older policy matures and pays out its cash value. In 1900, the... by Tom Schumar | Jul 15, 2026 | Tax Tips
Tax Tip Can I Create a Roth if I’m Over the Income Limit? Provided by Jeffrey Manzella, CFP®, AIF® A backdoor Roth IRA conversion can be a smart move if your income is too high to contribute to a Roth directly. Yes, you might be able to create a Roth individual... by Tom Schumar | Jul 1, 2026 | Small Business Trends
STRATEGIC INSIGHTS July 2026 Volume 18, Issue 4 HomePortalServicesContact A Message From Our Team July is a natural inflection point — the year is halfway over, deals that were conceptual in Q1 are now real conversations, and business owners with complex...