News & Insights

SECURE 2.0 Law May Make You More Secure In Retirement

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A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community […]

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Year-End Spending Package Tackles Retirement Planning, Conservation Easements

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On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting […]

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2023 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers

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Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may […]

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Do You Qualify for the QBI Deduction? And Can You Do Anything by Year-End to Help Qualify?

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If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as the pass-through deduction or the […]

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5 Steps to Take Now to Cut your 2022 Tax Liability

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It has been quite a year — high inflation, rising interest rates and a bear stock market. While there’s not a lot you can do about any of these financial […]

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