Post Archive

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…

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The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition.  Prior to 2018, 529 funds could only be used to post-secondary educational expenses.  Here are some new wealth transfer strategies that 529 plans can now fulfill. Intro to 529 plans First, a couple of basics…

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