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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2020 Tax Filing Season Opens February 12th

If you’re an early bird who likes to get your tax return filed as soon as possible, you’re going to have to wait a little longer this year: The IRS has announced the U.S. tax filing season will open on Friday, February 12, 2021 – 16 days later than in

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New Research | How Distributors Respond to Technology Disruption

Over the past seven months, the National Association of Wholesaler-Distributors (NAW) has provided a series of seven research reports, along with seven accompanying webinars to help wholesalers throughout the U.S.  The research reports are there to help wholesalers gain the intelligence needed to formulate new strategies and ensure companies thrive

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