News Archive


Jun 01, 2023

Cybersecurity Training for Your Remote Employees

Did you know that remote employees are especially vulnerable to cyber threats? Due to this fact, employers should take the time to train their remote team regarding cybersecurity risks. Doing so will help your remote workers stay as protected as those in the office. Read through for the key steps.


May 31, 2023

Inherited IRA Rules Altered by the SECURE Act

A stretch individual retirement account strategy is used to help clients pass IRAs along to their desired heirs. However, the Setting Every Community Up for Retirement Enhancement Act of 2019 has since limited the tax-deferring powers of inherited IRAs significantly. Read through for suggestions when working with the lack of stretch IRAs and the new estate planning problem this change has caused.


May 30, 2023

The IRS Is Pushing Its ID.me Accounts

To access the IRS going forward, taxpayers will need to create an ID.me account, a private security system that can be used for a variety of sites. Read through to learn more about the use of biometric verification to confirm your identity with the tax agency.