SECURE Act 2.0

The SECURE Act 2.0, signed by President Biden on December 29, 2022, picks up where the original SECURE Act left off and further reforms the retirement planning landscape.  We’ve prepared a list [...]


Inherited IRAs and the SECURE Act

The SECURE Act of 2019 caused a flurry of changes to the world of retirement plans and income tax planning.  Some of these changes were viewed as beneficial to the taxpayer, such as extending the [...]


Inflation Reduction Act

The recently passed “Inflation Reduction Act” was signed into law on August 16, 2022 and contains provisions directed at clean vehicle benefits (new and used), solar tax credits, energy home [...]

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