Insights Gallery
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Properly Funding Your Living Trust
Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for ...
Key provisions of the SECURE 2.0 Act for individuals
The SECURE 2.0 Act of 2022 aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for ...
Key provisions of the SECURE 2.0 Act for employers
The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for ...
February 2023 Newsletter
Tax season is upon us. Please review information related to tax filings, changes to our email domains and other valuable information...
Updated guidance on the Clean Vehicle Tax Credit program
Since the Inflation Reduction Act of 2022 was signed into law, there has been confusion surrounding some of the new requirements for the Clean ...
Expired and expiring tax provisions that may impact you and your business
The Tax Cuts and Jobs Act of 2017 made several sweeping changes to the tax code. However, many provisions contained a “sunset” or expiration ...
Estate planning considerations for blended families
When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving ...
Planning for Social Security retirement benefits
Planning for Social Security benefits is an important task for those nearing retirement. Learn about Social Security, how to maximize your ...
January 2023 Newsletter
Happy New Year! Take a few minutes to review tax filing deadlines, and other valuable information...
Does your company need an employee benefit plan audit?
An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your ...
Bonus depreciation phase-out begins January 2023
100% Bonus depreciation is a tax provision that allows businesses to deduct the cost of certain qualifying property in the year it is placed in ...
FASB Proposes Changes to Lease Accounting Rules
The Financial Accounting Standards Board recently issued a proposed Accounting Standards Update for Leases (Topic 842). The update addresses ...
Major provisions of the Inflation Reduction Act of 2022
In August 2022, President Biden signed the Inflation Reduction Act (IRA) into law. Learn about the major provisions related to climate, energy, ...
December 2022 Newsletter
The end of the year is fast approaching! Please review the article below regarding tax planning considerations and call us so we can discuss ...
Year-end estate & gift planning considerations
The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about ...