Enjoy our latest BLS Video Update where Karly Laughlin, CPA, AEP and Mike Kelly, CPA discuss Corporate Transparency Act, SECURE 2.0 and more! Topics include General Updates with Karly Laughlin, CPA, … Continued

Enjoy our latest BLS Video Update where Karly Laughlin, CPA, Mike Kelly, CPA and Valerie Middlebrooks, CPA discuss 2022 Business Tax Updates. Topics include The Inflation Reduction Act of 2022 … Continued

Enjoy our latest BLS Video Update where Karly Laughlin, CPA, Mike Kelly, CPA and Valerie Middlebrooks, CPA discuss 2022 Individual Tax Updates. Topics include Inflation Adjustments (0:39-3:58) The Inflation Reduction … Continued

The coronavirus pandemic has only punctuated a point that planners have been making for years. Everyone needs an estate plan. Admittingly, the process can seem overwhelming, so we’ve broken down … Continued

Multi-disciplinary teaming, also known as collaboration, occurs whenever two or more advisors work together in a process that is “client-centric” to design, recommend, and implement specific strategies to the client. … Continued

In light of the pandemic, many individuals could see a dramatic shift in various sources of income, such as wages, self-employment income, interest, dividends, capital gains, retirement plan distributions and … Continued

The SECURE Act made several positive changes including expanding the availability of being able to contribute to an IRA beyond age 70 ½ and increasing the age to 72 for … Continued

In light of the COVID-19 pandemic, Congress passed the CARES Act which provides qualified individuals the ability to take hardship distributions from their IRA or employer plan during 2020 and … Continued