Soar to Success November 2016

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Tina L. Moe, C.P.A., CGMA, formed A.C.T. Services in 2002, and began building
her business. Her practice has grown to a clientele more than 1,200 clients and a
team of more than a dozen staff members. Tina attributes her business growth
to being proactive with her clients, maintaining affordability and accessibility of
the business owner herself.
Tina is a member of the American Institute of Certified Public Accountants (AICPA)
and the Indiana CPA Society.
Contact her at: and on
Watch Tina’s video series
For those of you with children,
be sure to take advantage if your
employer offers dependent care
benefits which allows you to set
aside up to $5,000 to be used
for dependent care expenses.
The care must be for children
age 12 and younger or disabled
children of any age.
If you have access to a state-
sponsored 529 college savings
plan, you can earn money on
your investment tax free and,
in the state of Indiana, you can
receive up to a 20% refundable
tax credit of up to $1,000 per
year. Encourage your working
child to contribute to the same
529 plan as well and they too
can qualify for up to a $1,000
tax credit per year. Free money
is hard to pass up when you
have or expect to incur post-
secondary education expenses.
There are many tax saving
strategies available to help you
reduce your tax burden and this
article just barely scratches the
surface of ideas. Maybe you’re
a student, or a young family or
you’re retired – wherever you
are in life, I recommend that you
speak with a tax professional to
learn more about the options
available to you.
SOAR TO SUCCESS / November 2016 / Core Business Strategy