5 min read
Take Advantage of SIMPLE-IRA Catch-Up Contributions
If you participate in a SIMPLE-IRA and are age 50 or older, you can make so-called catch-up contributions that are...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
5 min read
Feb 20, 2026
If you participate in a SIMPLE-IRA and are age 50 or older, you can make so-called catch-up contributions that are...
7 min read
Feb 18, 2026
The One Big Beautiful Bill Act (OBBBA) included favorable changes to the federal income tax rules for depreciating...