Business Owners Should Prepare for Stronger Tax Enforcement

By Mark Fissel
Posted on February 27th, 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted […]

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Time for a Spring Cleanup: Organizing Your Financial Records

By Mark Fissel
Posted on February 27th, 2023

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s […]

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Are You Eligible for Any of These College-Related Federal Tax Benefits?

By Mark Fissel
Posted on February 27th, 2023

College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here […]

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January 2023 Market Review

By Clint Edgington
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

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The SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023

By Anne Zavaglia
Posted on February 1st, 2023

The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]

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The Top Six Inflation Drivers of 2022

By Mark Fissel
Posted on January 18th, 2023

In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% […]

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Inflation- The Trend Continued

By Clint Edgington
Posted on January 17th, 2023

In our 2021 market review, we discussed the sources of our current inflationary economy and assumed it would continue.  And continue it did, negatively impacting […]

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Secure 2.0 Act Signed into Law

By Anne Zavaglia
Posted on January 10th, 2023

The SECURE 2.0 Act of 2022 was included in the recent $1.7 billion spending bill and signed into law December 29, 2022.  The new law […]

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Year-end Tax Moves

By Anne Zavaglia
Posted on December 5th, 2022

As we approach the end of the year, now is the time to think about your 2022 taxes. While it hasn’t been a great year […]

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Three Stretch IRA Alternatives

By Mark Fissel
Posted on December 2nd, 2022

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing […]

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