While the current COVID-19 pandemic is bringing with it a multitude of challenges, now is an opportune time to effectively transfer wealth and work toward financial security for your families and community well into the future. Read on for details.
The SECURE Act includes provisions to expand and preserve retirement savings, improve administration of the retirement system and generate revenue. Read on for an overview of the act and available planning opportunities.
Many businesses and investors are looking at Opportunity Zones (OZ) to provide additional capital for deals. The OZ investment provides an incentive for investors with capital gains to reinvest in a business operating within certain zones.