by Lauren | Jan 27, 2023 | Investing, Retirement Planning, Tax Planning
Ready for round 2? At the tail end of 2022 Congress passed legislation known as the SECURE Act 2.0 which was signed into law by President Joe Biden on December 29th, 2022. There are a number of important retirement planning changes included in this legislation. ... 
by Lauren | Aug 5, 2020 | Business Owners, Charitable Planning, Investing, Tax Planning
Many people are interested in donating to causes that matter to them right now. If you are donating a significant amount to a charity you may want to consider donating appreciated stock, mutual funds, or ETFs instead of cash. Why gift away your capital gain? Unlike... 
by Lauren | Apr 30, 2020 | 401k, Business Owners, Planning Process, Working Women
Did your 401(k) plan at work fail testing? Now you may be unpleasantly surprised to receive your 401(k) plan savings returned to you. If you earned a lot of money in 2020 ($130,000 or more), you may have received an unwelcome notice from your Human Resources... 
by Lauren | Dec 27, 2019 | Business Owners, Tax Planning
What should you do with excess cash in your business? At year-end many business owners want to reduce their projected tax burden by investing in their business. Wait! Before you press “buy now” and purchase more equipment or office supplies we created...