by Nate Galuzzi | Featured, Retirement Planning
The cost of college tuition has risen dramatically over the past couple decades. A 529 savings plan is the government’s way of helping families save for their children’s education with tax-free growth and withdrawals when funds are used as intended. Over the years,... by Nate Galuzzi | Retirement Planning
Earlier this month the IRS released the contribution limits for retirement and other plans for 2018. The IRS annually reviews the contribution limits to determine if an adjustment is needed based on cost-of-living index and other economic data. The good news for most... by Nate Galuzzi | Featured, Tax
On Wednesday of this week, President Trump unveiled a new tax reform framework designed to reduce the complexity of the existing tax code while reducing or eliminating individual and business taxes. The framework, which was negotiated by key members of the Senate and... 
by Nate Galuzzi | Featured, Tax
Most people enjoy surprises from the traditional surprise birthday party to an unexpected gift from a co-worker, client, friend or loved one. Often surprises are fun and welcome, but this is not always true. The worst type of surprise a taxpayer can receive is an IRS...