Webinar: 2023 Year End Planning & Tax Update

On October 30, 2023, we hosted an informational webinar on the latest tax issues, year-end planning opportunities, an overview of recent legislation, and details on how the SECURE Act 2.0 […]

New Tax Law Improves QCD Benefits

Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs). Briefly stated, this provision allows people in […]