JCCS

JCCS employee benefits specialists design and administer plans that help you recruit and maintain top talent, improve employee morale, reduce turnover and enhance employee satisfaction with your company.

Because tax laws and their implications are constantly changing, JCCS tax preparation and planning specialists are relentless in their search for new and innovative tax applications to best meet your personal or business needs.

Along with more traditional accounting and advisory services, JCCS is proud to also offer highly specialized services including business valuation, litigation support, financial institution support, certified fraud exams and others.

The JCCS team offers these free topical webinar resources relevant to business & personal finances. Check them all out.

There are a lot of moving parts to keep track of when you own and operate a business Keeping up with the tax law changes may >> Basic Probate Process and Fiduciary Duties in Montana This video is for the Personal representatives wanting to know what is the general probate process and fiduciary >> Lana Kadoshnikov and Keith Tokerud, will discuss the 5 mistakes and share their stories of what to do and what not to do 1 Vague Plan, >> The future you see for your company, employees or family is the future we see Getting there means navigating change and making sound, insight-driven decisions We deliver integrated suites of business services that help you understand, strategize, decide and, ultimately, succeed

Sustaining high performance means answering complex questions Should I expand into a new market now or wait? Will tax code changes impact my purchase of new equipment? Is it more feasible to acquire the competition or to outperform them? The answers to such questions require a deep understanding of strategic options, corporate finance and business implications Through attention to quality and sheer business insight, we deliver that across a full suite of services

• Preparation of annual income tax returns

• ACA reporting and compliance filings

• More complex tax challenges including R&D credits, sales and use taxes, and more

• Retirement plan set up & administration

• Business succession planning, including “Key Man” insurance

• Biannual consulting & financial statement review Owning a small company raises big questions – be it a venture-backed startup or a third-generation family business How much capital do I need to fund projected growth? What are the pros and cons of adding health coverage? When should I start succession planning? Tough questions all made easier when you have an advisor who invests time, insight and a bit of sweat equity in helping you answer them Every service we deliver comes with just that kind of advisor

• Development of a long-term business plan and Key Performance Indicators

• The JCCS “10-point financial health” annual analysis and review

• Designing benefits to maximize cash management and tax planning

• Valuations, due diligence, planning for and executing transactions Yes, people do financial planning with phone apps They do their taxes online That doesn’t mean they should Personal finance can be complex and what seems a small decision can have significant impact on your quality of life, retirement and estate At JCCS, we believe that getting taxes right, choosing appropriate investment vehicles, setting insurance levels, understanding implications of actions like selling land, and so on, are vital to your future We deliver our services with that in mind

• Year-end tax planning session

• Insurance and investment planning

4 TAX CHALLENGES YOU MAY ENCOUNTER IF YOU’RE RETIRING SOON

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications Here’s a >>

DON’T OVERLOOK THESE TWO ESSENTIAL ESTATE PLANNING STRATEGIES

When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your wishes are carried out >>

MONTANA INCOME TAX & PROPERTY TAX REBATES – WHAT INDIVIDUALS NEED TO KNOW

Hot off the Montana press – you could get some money back! On March 13, 2023, Montana Governor Greg Gianforte signed into law two new legislative >>