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The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted […]

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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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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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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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Is It Time to Buy an Electric Vehicle?

By Mark Fissel
Posted on October 26th, 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), […]

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

By Mark Fissel
Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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2023 Contribution Limits Increase

By Anne Zavaglia
Posted on October 24th, 2022

The IRS announced cost-of-Living adjustments for contribution limits to IRAs, 401(k)s and other qualified plans for 2023 on October 21. COLAs are indexed for inflation […]

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Inflation Upside?

By Anne Zavaglia
Posted on October 4th, 2022

With inflation at a 40-year high, it may feel like doom and gloom.  Markets are down from their January peak, costs have soared especially for […]

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Benefits of the Inflation Reduction Act

By Anne Zavaglia
Posted on October 4th, 2022

President Joe Biden signed the Inflation Reduction Act (IRA) into law in August.The bill is a reduced version of the administration’s Build Back Better plan. […]

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