Long-Term Care Insurance Webinar
Join Milestone Financial Planning along with Bob Gertie of Advisor Insurance Resource on May 12th, 2026 at noon for a practical, real-world discussion designed to help you navigate today’s long-term care landscape and how it may impact your overall financial plan. You can register here.
You can rewatch any of our prior webinars and seminar recordings on our website, here.
Big Changes to Business Meals Deduction
Recent tax law made a little-talked about but large impact change effective 1/1/2026: employer expenses related to providing meals for the convenience of the employer or meals in company cafeterias are no longer deductible in any amount, unless they are sold in “bona-fide” sale. This list of non-deductible meals includes meals provided to employees on business premises including cafeteria lunches, catered meeting meals, and incentivized meals for employees on-site for operational reasons such as working late. Snacks, coffee, and overtime meals are also no longer deductible for tax purposes. There are a few exceptions for fishing vessel meals.
Business lunch meals and holiday parties for employees are still 50% deductible, so small businesses need to be careful with their recordkeeping (a good bookkeeper is very valuable!)
Our Newest Planning Associate – Cory Sarkisian
Please welcome Cory to our team! Cory will be supporting our clients and advisors from our Bedford NH and Peterborough NH offices. Cory comes to us after a decade of service in the U.S. Navy and recently passed the CFP® exam. We are thrilled to add Cory to our team.
Thank You
Milestone Financial Planning has experienced rapid growth in the past few years, and none of it would be possible without you, our clients. Thank you for putting your trust in us and helping us thrive in our local communities.
Taxes and financial planning are complex, but you don’t have to navigate them alone. A financial advisor can help you stay informed about tax law changes, optimize your savings and investments, and avoid costly mistakes. If you need tailored guidance, our team is here to help. Talk to an advisor or call (603) 589-8010 to integrate tax planning into your comprehensive financial strategy.
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
