Jan 10, 2024 | News to Note
From Barron’s — By Elizabeth O’Brien — Planning for your Medicare premiums isn’t on most preretirement checklists, but it’s an important consideration for those with higher incomes. Your Medicare premium for a given year is based on your income from two years...
Jan 3, 2024 | News to Note
Dear Clients, Starting Jan. 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA”). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure...
Dec 27, 2023 | News to Note
From AARP — By Andy Markowitz — How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be...
Dec 20, 2023 | News to Note
From the IRS — To wrap up National Tax Security Awareness Week, the Internal Revenue Service and the Security Summit partners earlier this month reminded taxpayers and tax professionals to stay alert against emerging scams during the upcoming filing season and...
Dec 13, 2023 | News to Note
From the Wall Street Journal — By Scott Patterson and Andrew Duehren — The Biden administration hopes to use generous tax credits to boost electric-vehicle sales and push automakers away from Chinese suppliers. A key material in EV batteries shows why it is proving...
Nov 29, 2023 | News to Note
From Barron’s — By Jonathan I. Shenkman — The core focus of retirement planning is on the accumulation of assets to live out one’s golden years. An important second consideration that many investors neglect is ways to minimize expenses in retirement, which will...
