by Derric J. Isensee | Feb 12, 2020 | Tax Strategies
Here is a look at some of the more important elements of the SECURE Act that have an impact on individuals. The changes in the law might provide you and your family with tax-savings opportunities. However, not all of the changes are favorable, and there may be steps...
by Derric J. Isensee | Oct 9, 2018 | Financial Planning, Tax Strategies
“How much do I need to retire?” or “What is my number?” As you discuss retirement planning or financial planning with your financial advisor, you may often hear the terms “accumulation phase” and “deaccumulation phase” (or “distribution phase”) when it comes to the...
by Derric J. Isensee | Oct 2, 2018 | Business, Tax Strategies
In addition, the deduction cannot exceed 20% of your taxable income above net capital gains. The Tax Cuts and Jobs Act, the most sweeping federal tax law change in 30 years, has brought with it a myriad of provisions significantly impacting the business community....
by Derric J. Isensee | Sep 25, 2018 | Accounting, Tax Strategies
“The Tax Cuts and Jobs Act, the most sweeping federal tax law change in 30 years” The Tax Cuts and Jobs Act, the most sweeping federal tax law change in 30 years, has brought with it a myriad of provisions significantly impacting the business community. Many of these...
