Tag Archive for: tax

The “One Big Beautiful Bill Act” and How it May Affect Your Personal Tax Planning

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Love it, hate it, or ignore it, the One Big Beautiful Bill Act (or the “OBBBA“) is here to stay. At over 900 pages, this statute provides wide-ranging changes to our federal tax and spending policies. It was no secret that there would be changes coming to the tax system this year. Many provisions in […]

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Empowering Financial Freedom Through Employer Retirement Plans

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Success in the retirement pivot is where preparation and opportunity meet.

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Social Security Fairness Act of 2023 Heads to the President for Signature

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The Social Security Fairness Bill (H.R. 82), introduced in January of 2023, has passed the Senate and House and is on the desk of President Biden awaiting his signature by year-end. While supporters and critics of the bill still have concerns as to how it would be funded over the long-term, it appears poised to […]

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