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Jan 18, 2023

In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now?

*“Tax preparation, planning, IRS representation, and business valuation services offered...


Jan 12, 2023

Over the next several weeks Jake and Kirk will be discussing the largest legislative changes to retirement in American history. We will discuss changes to RMDs, 529s, Rollovers, 401ks, 401k Savings, IRAs, Roths, Roth 401ks and much much more. These changes will not take effect immediately. However, we will be explaining...