Maximizing Retirement Planning, Tax Efficiency, and Business Succession In recent years, cash balance plans, which blend elements of defined benefit pension

A letter to IRS Commissioner Daniel Werfel signed by eight members of the House Ways and Means Committee was released to the public on December 20, 2023. The

Strategies for Managing Healthcare in Retirement Retirement planning is a crucial aspect of financial management, and one often overlooked component is

In the dynamic landscape of professional services, the margin for error is slim. Whether you’re a consultant, financial advisor, insurance agent, or lawyer,

The Complexities and Opportunities in Long-Term Part-Time Employee Regulations In a significant development, the Department of the Treasury and the Internal

A Guide to Windstorm Insurance Living in regions prone to severe windstorms, such as hurricane-prone states like Florida or Alabama, comes with a unique set of

The retirement landscape for small businesses underwent a significant transformation with the passage of the SECURE 2.0 Act. Aimed at enhancing retirement

Maximize Your Savings Potential: Top Strategies to Secure Retirement Tax Benefits The end of the year is fast approaching, and for those planning their

Protecting Your Business in a Digital World In today’s interconnected and digital business landscape, cybersecurity is paramount. With the increasing frequency