ClientLine Short Bits – SECURE Act 2.0 for Individuals.
Easing Into Retirement or Semi-Retirement – here are some tips on how to transition into retirement and beyond.
Your Financial Legacy and Taxes – take steps today to insulate your estate from taxes.
SECURE Act 2.0 For Businesses – the 2022 act builds on the 2019 version.
Best Practices for Employee Reimbursements – using new technology to report and track employee business expenses can be easier and more accurate.
Amended Tax Return Tips – you can amend your return by filing Form 1040-X.