Insights

  The first quarter of 2024 brings some substantial changes to how financial gifts will be taxed moving forward. In this article, we are going to focus on two key changes that may impact how you currently invest funds to support your beneficiaries in the future:...

As 2023 is ending, now is the perfect time to evaluate your business’ tax planning strategy to optimize your returns. While inflation, interest rates, and potential legislation can make it impossible to completely predict the future, establishing a consistent list of...

The Internal Revenue Service (IRS) announced finalized regulations earlier this year on February 23. The regulations significantly expanding mandatory electronic filing of tax and information returns, requiring a majority of all returns filed in or after 2024 to be...

The SECURE Act 2.0 will bring about significant changes to retirement plan contributions and benefits. Among the changes are provisions that will affect automatic enrollment in 401(k) plans, eligibility requirements for part-time employees, and employer contributions...

The SECURE Act was initially released in December 2019 and sought to expand retirement savings coverage and increase savings overall. In late 2022, the Biden administration signed into law the Consolidated Appropriations Act, 2023 including the SECURE Act...