There Is no Grand Strategy To Beat SECURE. We Are in Damage Control!
By Mike Hoffman, Esq., CPA In the summer of 2019, President Trump signed into law
An Early Christmas Present from the IRS
By Mike Hoffman, Esq., CPA Last year taxpayers received a little coal in their stockings.
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
529 Plan Updates and the Secure Act
By Krupa Patel Tax-favored savings accounts such as Georgia’s Path2College 529 were designed to help
