by Ryan Anderson | Nov 11, 2025 | Uncategorized
As 2025 draws to a close, families considering philanthropic gifts should consider some techniques and strategies to take advantage of the current tax code before multiple changes come into effect in 2026. “This year offers a perfect window for philanthropists to act... 
by Ryan Anderson | Mar 20, 2025 | Uncategorized
Retirement planning is a crucial yet often overlooked component of business ownership. Unlike traditional employees, business owners must take the initiative to establish and manage their own savings for the future. A carefully selected and well-structured retirement... 
by Ryan Anderson | Jan 22, 2025 | Uncategorized
The Tax Cuts and Jobs Act (TCJA), which was passed in 2017 during President Trump’s first term in office, is set to expire at the end of 2025. Under this legislation many changes were made that significantly impacted taxpayers. Unless Congress extends the TCJA (or... 
by Ryan Anderson | Dec 12, 2024 | External
December 12, 2024 | BY Kate Stalter | US News 
by Ryan Anderson | Aug 30, 2024 | Uncategorized
Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave proposed regulations regarding the previously passed SECURE Act. Just last month on July 18th, the IRS issued final...