G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
2024 Tax Season Updates – March 2025 March 4, 2025 Tax Season Update – March 2025As tax season progresses, we want to remind our clients that we are here to assist with a smooth and efficient tax preparation process. Our goal is to ensure you receive your tax...
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
