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Retirement

Social Security Fairness Act

Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update By Kevin Doll, CFP® Many clients have been impacted by two Social Security provisions previously reducing, or even eliminating, Social Security benefits they might have been eligible for if they did not have a government pension.  The Social Security Fairness Act,…

Beyond Your Finances

For Business Owners: New FINCEN Requirement

EDIT posted 12/6/2024: We recently emailed clients and posted on our website regarding the new beneficial ownership information filing requirement mandated by the Corporate Transparency Act (CTA) and FinCEN. On December 3, 2024, the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction preventing the federal government from enforcing the…

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