Other than some IRS inflation adjustments, calendar year 2022 has brought limited changes in tax laws for individuals. Many of the provisions that were passed in bills like, The Inflation Reduction Act of 2022, affected corporations, such as the corporate minimum tax of 15% for corporations with adjusted federal income over $1 billion dollars.
Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up.
This year we achieved many honors in the firm. While we are grateful to be recognized for our work by our industry, what has been far more valuable to us is to be recognized by our clients who gave us a record number of prospective client referrals this year.
Tatyana Bunich joins the "Legacy Therapy" podcast to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away.
2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes. It is also a presidential election year, so investors might want to think about potential future tax strategies. Although it will take more than a change in president to enact tax laws changes, it is always wise to educate yourself in advance.
An easy-to-read overview of some key SECURE Act changes that may affect your retirement strategy. Find the help you need to navigate the new rules! Call 410-908-9293, message us or pick an appointment time on our online calendar for a consultation.
