Brett Norris CFP®

Changes to Charitable Giving Under the One Big Beautiful Bill Act

Changes to Charitable Giving Under the One Big Beautiful Bill Act

The passage of the SECURE Act in 2019 and SECURE 2.0 Act in 2022 ushered in sweeping changes for taxpayers regarding retirement account distributions. These changes, including a significant modification to how certain designated beneficiaries must distribute inherited retirement accounts, are crucial for anyone possessing or inheriting a retirement account to understand.

Things to Know Around Tax Time

Things to Know Around Tax Time

As April 15 draws closer, individuals across the country are filing their tax returns, some of whom are anxiously awaiting the results.