2021 Year-End Tax Planning Letter for Individuals

2021 Year-End Tax Planning Letter for Individuals

TAX 2021 Year-End Tax Planning Letter for Individuals Lucy Luo, CPA 22 November 2021 Time is ticking on year-end tax planning as 2021 draws to a close. 2020 was a tumultuous year due to Covid-19. Challenges remain at the end of 2021 as the country is still recovering...
Build Back Better Act Tax Proposals: Where Do We Stand?

Build Back Better Act Tax Proposals: Where Do We Stand?

TAX Build Back Better Act Tax Proposals: Where Do We Stand? Ryan McDonell Manager, CPA 22 November 2021 Back in March and April of this year, President Biden released a framework for traditional and “human” infrastructure provisions of the administration’s Build Back...
Secure 2.0

Secure 2.0

EMPLOYEE BENEFIT PLANS Secure 2.0 Kimberly A. Reed Principal, CPA 2 November 2021 There are a number of potential changes on the horizon that could impact your retirement plan. These changes will help your employees save more for retirement at every stage of their...