Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
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Tax Cut and Jobs Act – Impact on Nonprofits giving
Tax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
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IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
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4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreRachel Ensign-Planning for Parent’s Future
Here is a link to an article worth reading from Rachel Ensign (Wall Street Journal Sunday writer) : http://online.wsj.com/article/SB10001424052702304743704577379843587402720.html?KEYWORDS=rachel+louise+ensign Rachel’s
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Source for this case summary – The AICPA Journal of Accountancy The Tax Court held that payments made to an
Read moreCPA Your Money Matters-Grandparents Matter! the Basics
The MetLife Report on American Grandparents New Insights for a New Generation of Grandparents by Peter Francese Francese, LLC
Read moreQuality Long Term Care_The National Consumer Voice
Check out this great new tool from The National Consumer Voice for navigating the long-term care system. Last month The
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