Over the past few weeks, I’ve been asking my clients to send me their most recent tax return. By looking through their returns for missed opportunities and mistakes, there’s a few patterns I’ve noticed.
Tag Archives: tax laws
5 Things You Need to Know About The Secure Act
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) became effective Jan. 1, 2020, and many people have questions about it.
Here are the top 5 things consumers should know.