The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation

By Jamie Hopkins, Managing Partner, Wealth Solutions  The next wave of retirement planning reform is headed for shore. 

New Bill Includes Proposed Tax Increases for High Earners & Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans in the United States – though Social Security would be untouched.

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: New $1.9 Trillion Stimulus Package Breakdown

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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