by Kushner LaGraize, LLC | Nov 20, 2025
Retirement readiness in any economy: how to know when you’re truly prepared Category: Retirement is both a financial and emotional milestone - the culmination of decades of work and planning. Yet deciding when, exactly, to retire can feel like uncomfortable guesswork...
by Kushner LaGraize, LLC | Nov 20, 2025
2025 Year-end tax moves for businesses Category: As 2025 draws to a close, business owners have more certainty regarding many tax provisions that were previously set to expire. The One Big Beautiful Bill Act (OBBBA), signed into law mid-year, preserved many provisions...
by Kushner LaGraize, LLC | Nov 20, 2025
2025 year-end tax moves for individuals & families Category: As 2025 draws to a close, individual taxpayers face a familiar but evolving tax landscape. Many provisions from the Tax Cuts and Jobs Act (TCJA) have been preserved or extended under the One Big...
by Kushner LaGraize, LLC | Oct 30, 2025
October 2025 Newsletter Category: October 15th Deadline Cheers to the end of tax season! The 2024 tax filing season officially wrapped up on October 15th, and our KL team celebrated with a well-earned happy hour!A huge thank you to our clients, colleagues, and friends...
by Kushner LaGraize, LLC | Oct 21, 2025
Final regulations released on increased catch-up contributions under SECURE 2.0 Category: The SECURE 2.0 Act made significant changes to retirement plan rules, including new requirements for catch-up contributions. While the law was passed several years ago, plan...
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