Secure Act & Secure Act 2.0 and Other Changes to the Tax Laws Hello All – on December 23, 2023 the 117th Congress made a number of changes to the tax law – these changes were primarily aimed at improving retirement savings (increasing access to those types of accounts, incentivizing employers to provide retirement benefits, …
Hello All – one of the questions we are asked from time to time is if it makes sense (from a tax perspective) for married couples to file as MFS rather than MFJ. This is a multi-faceted question, and should be considered carefully. Please read on to see what some of the factors and considerations …
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