Roundup of Individual Tax Changes For 2023
Two pieces of tax legislation have brought about several tax changes for 2023 that may affect you. The legislation includes the Inflation Reduction Act and the Secure 2.0 Act. Here…
Volume 11 Issue 2
Business Succession Planning
Volume 11 Issue 2, eNewsletter
The Importance of Business Succession Planning Every business – large and small – needs a business succession plan. Just like Warren Buffett and Jeff Bezos prepared for the day that…
New Personal Finance Provisions in the 2.0 Secure Act
Volume 11 Issue 2, eNewsletter
The Continuing Appropriations Act, enacted at the end of 2022, included several provisions that impact retirement plans going forward. Specifically, the legislation enacts SECURE 2.0, an updated version of the…
What Actions Can Data-Breach Victims Take?
Volume 11 Issue 2, eNewsletter
Over the years, millions of individuals have been affected by data breaches, where their sensitive data is accessed by unauthorized cybercriminals or publicly exposed. A data breach can result in…