Legislation, Ideas & Planning
January 2021
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After months of sitting in the Senate, the SECURE Act, which we warned back in June could end “stretch IRAs” and potentially end profit-sharing plans...
The end of the year is officially upon us, and that means there are just a few weeks left to take proactive steps to lower your 2019 tax bill. While...
Wondering what the new administration will do to taxes? Watch a recent webinar where we share what...
Qualified small businesses may be eligible to apply up to $1.25 million—or $250,000 each year for...
After months of sitting in the Senate, the SECURE Act, which we warned back in June could end...
The end of the year is officially upon us, and that means there are just a few weeks left to take...
Over the past few years, we’ve seen a huge uptick in the number of clients renting out their homes...
It hit me like a ton of bricks the other day: 2019 is almost over. With just over 100 days left in...
A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot of...
I came across a great article this week (subscription required) in the Charlotte Business Journal...
One of the greatest assets married couples typically own is real estate -- either their own home or...
