S E R V I C E S
Retirement Planning
There are many stages of retirement planning and many perspectives. Whether you are the employer, employee, or retiree, we can help.
Whatever your situation, we can help educate you so you can make an informed decision based on your needs and goals.
Employers
If you are an employer, we can advise you on how to pay less money in income taxes, attract the best employees, and save for retirement. We can also assist you in choosing the correct retirement plan for you and your employees.
Employees
If you are an employee, you may wonder if you are doing enough to save for retirement. We can advise you on the tax and financial impact of different retirement plans, and which ones might make sense for your situation.
Retirees
If you are already retired or on the verge of retirement, we can help you project the effect of taking social security benefits or how your first year of RMD may impact your tax return.
The Virginia Department of Taxation recently released their updated 2023 Legislative Summary, which details the state and local tax legislation enacted during the 2023 Special Session held on September 6,…
On April 12, following a special one-day reconvene session of the Virginia General Assembly, Gov. Glenn Youngkin signed S.B. 1405 to change Virginia’s method of conformity with the Internal Revenue…
The federal government recently passed the Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA), setting the stage for historic investments in infrastructure and clean energy. As…
It will come as no surprise that bonuses (includes all forms of variable pay for purposes of this discussion) are far more prevalent in the for-profit than the nonprofit sector. …
