SECURE 2.0 Provisions You Need to Know About

The SECURE 2.0 Act (PL 117-328, 12/29/2022) contains a prodigious number of changes affecting retirement plans, as well as some changes outside of the retirement arena. The information is presented in this easy-to-read chart showing how the rules have changed, when...

Understanding Tax-Deferred Investing

When you are attempting to defer the taxability of a capital gain, save money for your children’s future education or plan your retirement finances, you may do so in several ways, including investing in the stock market, buying real estate for income and appreciation,...

Start Off on the Right Foot for the 2023 Tax Year

If your 2022 refund or balance due turns out not to be the desired amount, you may want to consider adjusting your withholding based on your projected tax for 2023. If you need assistance, please call this office. W-9 Collection – If you are operating a business, then...

What Is Business Cash Flow?

As the name suggests, cash flow is a term used to describe the money coming into and out of a business. Cash received – like money being paid to the business from its customers – would be inflow. Cash spent – like the funds being paid to vendor...