March 14, 2025 Social Security Fairness Act The Social Security Fairness Act was signed into law on January 5, 2025, and… Social Security
December 11, 2024 Understanding ACA Medical Loss Ratio Rebates The Affordable Care Act (ACA) introduced important changes to the healthcare system, one of… ACA, Affordable Care Act, General Business, Human Resources, Small Business
September 3, 2024 Personal Financial Statements: Nuts & Bolts As featured in our previous newsletter: “Understanding and Evaluating your Personal Financial Statements,” we… Accounting, Financial Planning, Financial Statements, Personal Financial Planning
May 31, 2024 Understanding & Evaluating Your Personal Financial Statements We often think of financial statements in the context of the business world where… Financial Statements, Personal Financial Planning
March 7, 2024 IRS Reinforces Stance on Cryptocurrency Income The Internal Revenue Service (IRS) has recently issued a clear reminder that taxpayers must… Accounting, Cryptocurrency, General Business, Small Business, Tax
December 27, 2023 Year-End Tax Planning Considerations As we approach the end of 2023, it would be a good time to… Required Minimum Distribution (RMD), Small Business, Tax Planning, Year End Planning
August 21, 2023 Social Security Benefits Part II: Working & Receiving Social Security Benefits in 2023 Each year, the Social Security Administration (SSA) announces changes to retiree benefits in the… Retirement, Social Security
June 8, 2023 Social Security Benefits Part I: Changing Course on Collecting Social Security Payments It is common for individuals to have a change of heart regarding decisions made… Medicare, Retirement, Social Security