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Know Your Tax Strategy in the New Year

As the year draws to a close, it’s the perfect time to review your financial plan and implement strategies that can help reduce your tax burden and strengthen your long-term goals. One of the most effective moves is maxing out retirement contributions. If you haven’t reached the annual limit for your 401(k) or IRA, consider… View Article

Make Sure You’ve Met RMD Amounts

Once you reach age 73, the IRS requires you to begin taking Required Minimum Distributions (RMDs) from tax-deferred retirement accounts such as traditional IRAs, 401(k)s, and 403(b)s. These withdrawals are not optional—they’re mandated by law and taxed as ordinary income. Missing the deadline can result in steep penalties, currently up to 25% of the amount… View Article

Bring Confidence to Your Holiday Spending

The holiday season is a time for celebration, generosity, and creating lasting memories—but it can also be a period of overspending if not approached thoughtfully. As with many other areas requiring budgeting, you should strive to achieve your holiday goals while keeping your long-term finances in mind. Start by setting a clear holiday budget. Factor… View Article

Big Beautiful Bill: Social Security

As months were spent debating new budget and tax regulations in Congress, a primary concern for pre-retirees and retirees was the possible impact on Social Security. According to a 2024 survey, around two-thirds of pre-retirees or retirees in the United States see their monthly Social Security benefits account for at least half of their income1…. View Article

Big Beautiful Bill: Estate

As H.R. 1 – more commonly referred to as the “One Big Beautiful Bill” was hotly debated in Congress, much of the talk revolved around how the many aspects of the legislation would combine to impact the country’s spending and deficit as a whole. Now that the bill has been signed into law, there are… View Article

Big Beautiful Bill: Medicare

If you are one of the 68.6 million current beneficiaries of Medicare benefits, the months of discussion on the recently passed “One Big Beautiful Bill” likely filled your news feed with all kinds of information. Now that the legislation is settled, here is a helpful guide to show what did – and didn’t – make… View Article

How Does New Legislation Impact Your Tax Bill?

The first half of 2025 was filled with plenty of reports of what legislation would be enacted with a new presidential administration. While there are still many items being discussed, July’s passing of H.R. 1 (formerly know as “One Big Beautiful Bill”) has locked in some significant new policies that everyone should be aware of… View Article

Company	Contact	Country
Alfreds Futterkiste	Maria Anders	Germany
Centro comercial Moctezuma	Francisco Chang	Mexico
Ernst Handel	Roland Mendel	Austria
Island Trading	Helen Bennett	UK
Laughing Bacchus Winecellars	Yoshi Tannamuri	Canada
Magazzini Alimentari Riuniti	Giovanni Rovelli	Italy

Company

Contact

Country

Alfreds Futterkiste

Maria Anders

Germany

Centro comercial Moctezuma

Francisco Chang

Mexico

Ernst Handel

Roland Mendel

Austria

Island Trading

Helen Bennett

Laughing Bacchus Winecellars

Yoshi Tannamuri

Canada

Magazzini Alimentari Riuniti

Giovanni Rovelli

Italy

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