HECVAT – What It Is and Why It Matters

What is HECVAT – and how does it matter to your business? If you’re working with higher education, or if the university market is part of your growth strategy, it could matter quite a bit. Here’s what you need to know: What is HECVAT? HECVAT started as the Higher Education

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Build Back Better Act – Tax Proposals on Retirement Accounts

On Monday, September 13th, the House Ways & Means Committee proposed sweeping changes to retirement accounts for high-net-worth individuals.  The proposals are aimed at reducing the dollar value of assets held in Individual Retirement Accounts (IRAs) for these high-net-worth individuals. Below are specific items included in the proposals:

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