Jan 27, 20232 minBank Statement Mortgage LoansGenerally when you apply for a home loan, you often need to provide your W-2’s and tax returns. But what if you don’t have those?...
Jan 20, 20234 minSECURE Act 2.0: How it Affects Plan Participants and College Loans and Savings. Last week we went over the provisions of the SECURE Act 2.0 that affected employers, both small and large. This week, we’ll dive into the...
Jan 13, 20233 minSECURE Act 2.0: Summary of Key Tax and Retirement Provisions Affecting EmployersOn December 29, 2022, President Biden signed the Consolidated Appropriations Act, which is part of the larger bill, the Securing a Strong...