By Todd Koch, CPA, MBT, CFP We’re here today to talk about the SECURE Act. The SECURE Act actually has some nice benefits for tax payers. One of the things it did is if you are seventy and a half after 2019, you can wait until your 72 to start your required minimum distributions. […]
Look Who’s Back – The Deductions
By Todd Koch, CPA, MBT, CFP When the government passed the spending bills at the end of December they also passed a bunch of tax provisions. Beyond the SECURE Act, there also are the extenders. The extenders are provisions that had sunsets in the past that they want to bring back. There are new deductions […]
Do These 5 Things Before You Start Your Business
You’ve finalized your business plan. You’ve acquired capital and assembled a rock-star team. You’ve designed your logo and set up your social media handles. You’re ready to launch your business. Or, are you? The thrill of starting a business can be overwhelming. But amid the frenetic joy and anticipation, it’s important to give attention to […]
3 Must-Have Professionals for Your Estate Planning Team
By Cindy McLagan, EA Estate planning is the process of determining what will happen to your funds, assets, and general finances after your death. While it may not be the most pleasant thing to think about, JAK estate planning services helps ensure your wishes are carried out in the future. A wise first step is […]
Meet Our Newest Accountants
There’s a lot going on at JAK as we head into a new year. One item on our to-do list we’re particularly excited about is to “introduce our newest staff accountants.” Yes, that’s right—within the past few months, we’ve added three new members to our tax and accounting team. Read on to get acquainted with […]