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Expanded QOZ Program Offers Tax-Savings Opportunities
The Qualified Opportunity Zone (QOZ) program offers tax breaks to investors willing to make long-term investments in low-income communities. The program was previously scheduled to expire after 2026, but it's been revived and enhanced under the One Big Beautiful Bill Act. This article explains the basics, what's changing under the new law and recent IRS guidance.
Nov 7, 20254 min read


To Make Your Savings Last, Consider Phased Retirement
Many people approaching retirement age are justifiably concerned about how long their savings will last. One strategy that can help extend the life of your savings, while easing some of the emotional strain associated with leaving the workforce, is phased retirement. This is a gradual shift from full-time work to part-time or freelance work — and ultimately to full retirement. Phased retirement allows you to enjoy additional leisure time while gaining significant financial be
Nov 7, 20254 min read


IMPORTANT NOTICE: Employee Retention Credit
The IRS has released updated guidance regarding the increased possibility of future audits on taxpayers who have claimed the Employee...
Feb 19, 20241 min read
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