Required minimum distributions (RMDs) can be tricky. The IRS mandates that once a person reaches a certain age – currently…
There are many similarities between a 401(k) and 403(b) plan. In fact, they are so alike many often assume the…
Before COVID-19, changes to participant elections needed to be done in person with a notary or plan representative. Since March…
Employer-sponsored retirement plans are one of the best ways to improve recruitment and retention. Concurrently, it is one of the…
Many Atlanta families and high net worth individuals invest significant time uncovering strategies designed to limit federal and state income…
Fraud is an ever-present threat that Atlanta businesses need to carefully guard against to ensure the organization does not lose…
During the height of the COVID-19 pandemic, many Atlanta businesses were struggling to maintain operations while navigating uncertainty, new safety…
Originally established by the American Rescue Plan Act of 2021, the Restaurant Revitalization Fund (RRF) was designed to provide needed…
More than half of working Americans have reported feeling behind in meeting retirement saving goals. Concurrently, one-third do not have…
Each year the Administration issues a proposed budget to Congress which outlines policy objectives, funding allocation, and concurrent tax changes…