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Open enrollment for employee benefits kicks off this month. While you plan your Thanksgiving menu, review your benefit choices. Benefits change this year like few years before. This article will give you pointers on what you should consider.
This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.
The IRS has managed to pack a significant amount of complexity into a relatively simple change. Strong Valley clients should contact us directly to discuss how the new limits apply in your specific situation, and in the context of your retirement strategy.