Thomas SchornAug 25, 2023Congratulations to Our Newest CFP®I am happy to announce that our in-house tax expert, Valerie Flores, passed the CFP® exam in July. Her clients know her as a...
Thomas SchornAug 1, 2023RMD Relief and Guidance for 2023In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting...
Valerie FloresMay 18, 2023New Clean Vehicle Tax Credit Guidance IssuedStarting in 2023, a personal or general business tax credit of up to $7,500 is available to purchase new clean vehicles meeting specific...