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... by Tom Schumar | Jun 9, 2026 | Tax Tips
MOCERI & COMPANYCertified Public AccountantsSmall Business TaxSection 179 & Bonus Depreciation: What Changed for 2025MOCERI & COMPANYCertified Public AccountantsSmall Business Tax · QuickBooks Advisory · CFO Services · Tax PlanningIf your business is planning to... by Tom Schumar | May 27, 2026 | Small Business Trends
MOCERI & COMPANY Certified Public Accountants | Strategic Advisors | STRATEGIC INSIGHTS June 2026 Volume 18, Issue 3 A Message From Our Team As we move into summer, the businesses and individuals we serve face a pivotal stretch of the year — one where the gap... by Tom Schumar | Jan 16, 2026 | Events
2026 Tax Update and Planning Webinar Wednesday, January 28th, 2026 Join us for our upcoming educational webinar designed to help you gain a better understanding of potential changes this tax season. Key considerations for proactive 2026 tax planning Potential tax law... by Tom Schumar | Jan 16, 2026 | Events
Understanding Your Social Security Benefits Wednesday, March 11th, 2026 Do you know all of your options when it comes to taking your Social Security benefits? This webinar will give you insights on what options you have when it comes to taking social security and what... by Tom Schumar | Jan 16, 2026 | Events
Protecting Yourself from Identity Theft Webinar Wednesday, April 15th, 2026 During this webinar, we will provide insight on how to protect yourself from identity theft. We’ll break down common myths, explain how identity theft really happens, and share practical steps...