Graphic of text reading Key Retirement Plan Contribution Limits 2025. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2025

Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2025. Let’s take a look at what is changing! 401(k)/403(b)/457…

By Jacob LaRue
January 2, 2025

3 Min Read

New Inherited IRA Rules 2025

The long overdue final rules and regulations for those who have inherited IRA funds post January 1st, 2020, have now been released by the IRS. These finalized regulations are intended to provide more clarity to what…

By Jacob LaRue
December 26, 2024

3 Min Read
Image of back of person's head as they look at a vision wall to represent a start-up employee and how an 83(b) election could be right for them.

Why the 83(b) Election is a Game-Changer for Startups

Navigating the world of startups and early-stage companies can be exhilarating, yet the complexities of the U.S. tax code can often feel like a maze. One incredibly powerful provision at your disposal is the 83(b) election.…

By Jacob LaRue
August 15, 2024

3 Min Read
A man pointing straight out with a money bag labeled tax over his head to showcase the expiration of tax law TCJA.

The TCJA Expiration

With 2024 halfway gone, it is a good time to remind you of the potential tax changes coming at the start of 2026 with the expiration of the Tax Cuts and Jobs Act (TCJA).  The Tax…

By Jacob LaRue
July 4, 2024

4 Min Read
Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

SECURE Act 2.0: Catch-up Contribution Rules

What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…

By Jacob LaRue
January 18, 2024

2 Min Read
Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2024

With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

By Jacob LaRue
January 4, 2024

2 Min Read
Photograph of two women behind a store counter on their tablet. Photo is to illustrate small business owners following the new federal requirement for beneficial ownership information reporting.

New Federal Requirement for Beneficial Ownership Information

There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…

By Jacob LaRue
December 18, 2023

2 Min Read
Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

Decoding Non-Qualified Stock Options Taxation

Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

By Jacob LaRue
November 30, 2023

2 Min Read
Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

What are Incentive Stock Options?

Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

By Jacob LaRue
October 5, 2023

2 Min Read
A female doctor and female nurse are pictured looking at a healthcare directive to ensure they respect their patient's wishes.

The Importance of a Healthcare Directive

Healthcare directives, also known as advance directive or living will, are legal documents that allow individuals to express their healthcare preferences and decisions in advance. It guarantees medical wishes are respected even if a person becomes…

By Jacob LaRue
September 28, 2023

2 Min Read