What’s in store for SECURE 2.0 this year – Putnam Wealth Management
The SECURE 2.0 Act, signed into law in late 2022, was a follow-up to the original SECURE Act passed in 2019. The bill included more than 90 different provisions scheduled...
The SECURE 2.0 Act, signed into law in late 2022, was a follow-up to the original SECURE Act passed in 2019. The bill included more than 90 different provisions scheduled...
Publicly-traded REITs had a rough go of things during the Fed’s regime of rising interest rates. Total returns on the FTSE Nareit All Equity index were down 24.95% in 2022...
Tax season is the most stressful and demanding time of the year for accountants. Jump to: With tight deadlines, complex regulations, and high expectations from clients, it can be hard...
Untangling tax laws can feel like navigating a maze, especially when you’re trying to decipher what feels like an entirely new language. When filling out your tax form, one term...
You’d think accountants could agree on a common definition. Nope. By Marc RosenbergThe Rosenberg Practice Management Library If you asked the president of a Fortune 500 company or the owner...
Here’s a four-step process for increasing your legal fees, from how often to how much — and how to tell your clients. I got an email from my insurance company...
MINNEAPOLIS, MN—Moss & Barnett is pleased to announce that Aylix K. Jensen has been elected a shareholder of the firm effective January 1, 2024. Aylix focuses her practice on defending...
We all love our CMOs because we all need our CMOs. But what happens when that role gets a little twisted? Imagine a marketing expert who can work for multiple...
Social media, email, video, audio —today's marketers have more marketing channels to choose from than ever before. As the former head of marketing for two different tech companies, I learned...
Chicago-based Hightower has acquired Capital Management Group of New York, a 38-person firm overseeing $3.3 billion from offices in New York City and Pearl River, N.Y. Previously affiliated with Equitable...