A major legal change affecting small businesses arrives January 1, 2024, with surprisingly little attention – the federal Corporate Transparency Act (CTA). …
Miscellaneous
The New SECURE Act 2.0: What it Means for Retirement Savings
With unusual bipartisan cooperation, Congress passed and on 12/29/2022 the President signed the SECURE Act 2.0. It expands the sweeping retirement law changes …
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Solving a New Brokerage Account Problem
Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
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