TCJA Provisions are Ending – What You Need to Know

TCJA Provisions are Ending – What You Need to Know

Dear Friends, The Tax Cuts and Jobs Act (TCJA) of 2017 made many changes to U.S. tax law. However, many of those changes included sunset provisions that will cause them to expire at the stroke of midnight on January 1, 2026, unless Congress acts to extend them. In the...
Weekly Wrap: Memorial Day

Weekly Wrap: Memorial Day

Dear Friends, With the warmer weather setting in at this time of year, we find ourselves eagerly anticipating the arrival of summer. As we begin Memorial Day weekend and look forward to spending time with friends and family, please join us in remembering and honoring...
Roth Conversion Or Not?

Roth Conversion Or Not?

Dear Friends, Recently, we have fielded questions regarding the option to convert Traditional IRAs into Roth IRAs.  There are many factors that go into making the determination as to who would benefit from this strategy.  To better understand this option, we will...