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Wealth Management
Maximize Your Estate and Gift Exclusions Before 2025 In 2022 the Internal Revenue Service maintains a $12.06 million gift and estate exemption as part of the Tax Cuts and Jobs Act of 2017, meaning that you can leave up to $12.06 million to a spouse automatically after death without your spouse incurring a federal estate...
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On August 25, 2022, Anglin Reichmann Armstrong and PTAC Florida hosted a government contracting growth summit called “Evolve.” This event aimed to connect small, medium, and large companies to discuss government contracting opportunities through networking and educational presentations. The event was held at the Hilton Garden Inn in Ft. Walton Beach, FL. Our 2022 Evolve...
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We are approaching the time of year when many companies undergo an annual audit of their 401(k) plan. Even if an audit is not required of your company’s 401(k) plan, this is a great time to review the plan and ensure your fiduciary responsibility is being met and the plan is functioning as designed. Benefit...
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A man and a woman sitting in a kitchen holding papers in front of a computer.
You may be speaking with your CPA and financial professional regularly, but are they talking to each other? And more importantly, part of the same team? Here are a few reasons why your CPA and financial professional should be on the same team, providing you a comprehensive view of your financial picture and the implication...
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