Tax deferral is an excellent option, whether you have a complicated filing this year or want to grow your wealth without tax implications. Find out why.
Jeffrey Janson
5 posts
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money.
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial standing, your level of annual spending, and whether there might be a surplus that would pass to heirs at your death. You can also use this venue to express any desires, hopes, and dreams for how they might choose to use any money that may come to them at your passing.
On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act," was passed into law by Congress, tied to crucial legislation needed to keep the government funded and open. It was the most impactful piece of retirement legislation passed in the last ten years, and the implications of the Act are just now being parsed, interpreted, and understood by the financial services industry.
The evolution of cybercrime in recent years has less to do with hacker's technical tools and everything to do with a new business model.