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
Read moreDavid T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreTax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
Read moreThe Power of Exercise Here’s a stunning observation from the book and multimedia project, Brain Rules: According to researchers, one
Read moreIRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreTrust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read moreCustodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles
Read more4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreSHIP (State Health Insurance Program) Centura Health LINKS is a full-service benefits counseling program that provides information to seniors about
Read moreSource for this case summary – The AICPA Journal of Accountancy The Tax Court held that payments made to an
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