Tax season efficiency

Hi Everyone, As we make our way through tax season, it is most important to know the best way to reach me. It is via email: susan@linkousgroup.com
The New Retirement Rules

The New Retirement Rules

Highlights of the SECURE Act 2.0 This handy reference guide will tell you what the new rules are and how they’re different from the old ones. Nearly all the changes are included: 10-year limit on inherited IRAs No “forced” IRA spending until age...
Key Financial Data, 2023

Key Financial Data, 2023

Download our handy Key Financial Data 2023 reference guide for 2023. Information includes: 2023 Tax Rate Schedule Standard Deductions & Child Tax Credit Tax Rate on Long-Term Capital Gains and Qualified Dividends Net Investment Income Brackets Exemption Amounts...

Thoughts as 2022 Ends

Albert Einstein once said, “It is not that I’m so smart but I stay with the questions much longer”.  This year has been one that required continual questioning to understand all that impacted the global economy, our client’s changing needs as they move from pandemic...