Summer 2020 Tax Tips

This Thing Called Life As each new life event unfolds, we can expect our tax situation to change. Let’s take a look at a few milestones and address the impact they’ll have on your wallet. We’ll highlight the changes brought about with the passage of new legislation....

SECURE Act 529 Distributions

The Secure Act stands for “Setting Every Community Up for Retirement Enhancement” and includes changes that can affect all taxpayers, young and old. When the SECURE Act was signed into law, its main focus was on retirement savings. But the Act also features revisions...