Resources

Tax legislation has changed a lot over the last handful of years. First, there was the Tax Cuts & Jobs Act of 2017. Then, states modified their own tax laws in 2018 to more closely align with Federal regulations. In 2019, there was the first SECURE Act, then COVID stimulus in 2020 and 2021, and now we have the SECURE Act 2.0.

Hiring a tax preparer? Discover 7 crucial truths they might not tell you—from outdated tax law knowledge to hidden risks. Learn how to protect your finances and boost tax efficiency with expert insights and strategic planning tips.

Explore key updates from SECURE Act 2.0, including changes to RMDs, expanded Roth access, new savings strategies, and other retirement plan enhancements—all in one comprehensive guide.

Wondering what to do about RMDs this year? Brian Vnak, Vice President, Advisory Services at Wealth Enhancement Group, offers his perspective in this illluminating article from Kiplinger.com. Read the article

Not all tax preparers are created equal. Learn what your tax pro might not tell you—from outsourcing and credentials to missed savings opportunities—and how to protect your return.