Retirement Enhancement (Secure) 2.0 Act introduces provisions that will affect retirement savings plans, including individual retirement accounts and workplace 401(k)s. The Secure 2.0 Act was passed this past December to build off the Secure Act of 2019. Some changes will take effect this year, with more provisions coming into effect between 2024 and 2027. The… Read more »
Posts Categorized: Tax Advisory
The Investment Advisor is Bullish on America and Pennsylvania
The investment philosophy of The Investment Advisor is based on American History and a long term view of the resilience of the American Economy. In short, we believe in you. The Investment Advisor thinks it is important to understand the impact economic restructuring and the 4th Industrial Revolution have on investing and its implications for… Read more »
What Entity Type Is Best When Seeking Venture Capital?
Guest Article By Chris Whalen, CPA: Starting a business is extremely complex, and it is very easy to make mistakes that can incur tax penalties and also hurt your chances for acquiring financing. Let’s say you were starting a company and needed to raise capital. You have to decide what entity to create. What are… Read more »
YOU Are a CPA or Enrolled Agent
You Are a CPA or Enrolled Agent. Your Smart, You Work Hard and Your Clients Rely on You For Your Advice and Sound Judgement. Your Clients Want More Than Tax Preparation. They Hire You to Help Them Reduce Their Tax Liability. You May Recommend Contributing to Their IRA, Monitoring Their Company Retirement Plan, an Investment… Read more »
