by newcente | Jan 22, 2025 | Blog, Financial Planning, In The News, Olga P. Okaty, What's New
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...
by newcente | Jan 9, 2018 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
