Do Your Commuter Benefits Cut the Mustard?

One person completely stationary among the swarm of people buzzing about the train station during rush hour.

I was a little nervous to see what changes would come in the wake of the recent tax law overhaul (a.k.a. The Tax Cuts and Jobs Act) signed in late December of 2017. It ends up there are some notable changes to the tax treatment of transportation benefits being offered by employers for the year 2018…. [Read More]

The Impact Trump’s Election Will Have on Retirement Plans

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The surprise election of Donald Trump is beginning to settle in and we now have time to think about how his positions during the campaign will impact the retirement industry going forward. There are three main areas we think will be affected: Regulations: Trump campaigned that government regulations were strangling business growth. In the retirement… [Read More]

The Other NRA

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Have you heard about the Foreign Account Tax Compliance Act (FATCA)? Better yet, have you considered how it could affect you? If not, to catch you up: this tax law is the IRS response in the aftermath of the historic Swiss bank settlement and it’s a punch to come down hard on tax evasion. As… [Read More]