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 material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
