News & Insights

Read the Latest Premium Financial Planning News

Understanding Business Interest Expense Limitation Changes & Tax Credit Opportunities

Facebook Twitter LinkedIn Email

Before the 2017 Tax Cuts and Jobs Act (TCJA), section 163(j) of the Internal Revenue Code applied only to certain interests paid or accrued by corporations.  However, the TCJA significantly […]

READ MORE

What do the 2023 Cost-of-Living Adjustments Mean for You?

Facebook Twitter LinkedIn Email

The IRS recently issued its 2023 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, many amounts increased considerably over 2022 amounts. As you implement […]

READ MORE

Inflation Reduction Act (IRA) Expands Deductions for Energy-Efficient Construction

Facebook Twitter LinkedIn Email

Mitigating the adverse effects of climate change is one of the primary targets of the recently enacted Inflation Reduction Act (IRA). To that end, the legislation is packed with tax […]

READ MORE

New Trend Employees Must Know About Today’s Retirement Environment

Facebook Twitter LinkedIn Email

October 16-22 is National Retirement Security Week, a week dedicated to encouraging employees to take steps to secure their retirement. When it comes to retirement planning, an important step for […]

READ MORE

PBGC Finalizes Rules to Assist Failing Multiemployer Plans

Facebook Twitter LinkedIn Email

The Pension Benefit Guaranty Corporation (PBGC) on July 6, 2022, announced a final rule implementing changes to the Special Financial Assistance (SFA) Program for financially troubled multiemployer pension plans. The […]

READ MORE

Read the Latest Premium Financial Planning News

Recent Posts