The September issue of Greater Charlotte Biz magazine featured articles by tax senior manager Marguerite Hardy, CPA, and retirement plan advisor Gary Shuford, AIF, CRSP. Hardy’s article “Traditional IRA vs. Roth IRA – What’s best for you?” discusses the advantages and considerations when making this decision. Shuford’s article “DOL Issues New Disclosure Rules – What do they mean for you and your 401(k) plan?” focuses on the Department of Labor’s interim final rules on retirement plan disclosures.
Early in the morning on December 2, the U.S. Senate passed its version of the…Read More
The Protecting Americans from Tax Hikes (PATH) Act, enacted in 2015, provides unique incentives to…Read More
With tax reform proposals winding their way through Congress, year-end tax planning has become infinitely…Read More