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Introducing the New York State Secure Choice Savings ProgramThe New York State Secure Choice Savings Program is now open for registration. New York Secure Choice is New York State’s retirement savings program for private-sector employees who do not have access to a retirement plan at work.
Year-End Tax ComplianceAs 2025 winds down, tax season looms, and focusing on compliance and documentation is crucial for a smooth filing process.
5 Financial Terms Everyone Should KnowHere are 5 financial terms that you should understand, not necessarily to be an expert, but to help create a better foundation of building a solid financial framework in your life.
Still Time to Reduce Any Tax Surprises!Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started.
The Rise of the DIY Economy - And How You Can ParticipateWelcome to the rise of the DIY economy. Here's a look at what's driving this shift and how you can participate in it.
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RECENT E-NEWSLETTERS
NOVEMBER 2025 Q & AQ: What are the various options for life insurance? A: Life insurance options suit varied needs. Term life covers a set period, like 10 or 20 years, ideal for temporary needs like mortgages, with affordable premiums. Whole life offers lifelong coverage and a growing cash value, perfect for permanent protection and savings. Universal life provides flexible premiums and death benefits with cash value, great for long-term planning. Variable life allows investing in stocks or bonds, offering growth potential but higher risk.
OBBBA Investor HighlightsThe OBBBA creates federally managed tax-advantaged savings accounts for children born in the US from 2024 to 2028, seeded with $1,000 from the federal government. You can contribute up to $5,000 per year to your child’s account until they turn 18. The accounts are designed to help families build long-term savings for education, homeownership, or retirement. The Qualified Small Business Stock (QSBS) gain exclusion rules are significantly enhanced to make them more accessible and impactful for early-stage investors. For QSBS acquired at original issuance after July 4, 2025, the exclusion is tiered: 50% for stock held for at least three years, 75% for stock held for four years, and 100% for stock held for five years. The per-issuer exclusion cap is expanded from $10 million to $15 million, indexed for inflation (beginning in 2027). And the corporate gross asset limitation is increased from $50 million to $75 million. Attracting Top Talent For Your Business in 2026As 2026 nears, securing skilled talent is essential for your business's success. In a competitive market, strategic efforts can make your company stand out. Here are key tips to attract top professionals. OFFER COMPETITIVE COMPENSATION AND BENEFITS BUILD A STRONG EMPLOYER BRAND In 2025, nearly 7 in 10 organizations (69%) are still reporting difficulties recruiting for full-time regular positions.
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