Advisory & Consulting

IRS News Alert

April 26, 2018

Warning! The Internal Revenue Service recently announced that criminals are using telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick individuals into paying non-existent bills. Follow the link below to learn more. IRS News Alert

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Close to Retirement?

Making a Change

January 27, 2018

Six Financial Planning Steps for the New Year To many cultures, the beginning of a new year is a time for new beginnings and self-improvement. Along with the old standard of promising to exercise more and eat less, many Americans use the change in calendar as a reason to address their bad financial habits. For…

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State Department Revocation or Denial of U.S. Passport for Taxpayer’s Unpaid Taxes Which Exceed $51,000

January 25, 2018

The State Department is responsible for granting, issuing and verifying passports for U.S. persons seeking travel abroad. Pursuant to the Fixing America’s Surface Transportation (“FAST”) Act (the “Act”) signed into law in December 2015, the State Department’s mandate now includes the revocation or denial of passports based upon outstanding federal tax obligations. The Internal Revenue…

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Tax Reform Roadmap

January 18, 2018

Click the link below for a comprehensive guide to the tax law – courtesy of Bloomberg. As you have questions and concerns, please reach out to one of our Partners. Tax Reform Roadmap 

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Secret to Success: Fostering Innovation

October 16, 2017

Most business owners aim for continuing profitability and growth. One way to ensure this is to make innovation a priority. Approximately half of the nearly 2,800 small business owners responding to the April 2017 Allstate / USA Today Small Business Barometer say they’ve experimented with new business practices to provide their customers with additional goods…

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Assessing the Legal Risks of Brokerage Windows

May 24, 2016

Why limit plan participants’ investments to just a handful of managed funds when they can have an unlimited selection using a “brokerage window”? The answer might depend on the plan sponsor’s appetite for legal risk tolerance. This article reviews when it may make sense to offer a brokerage window in a 401(k) plan.

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