Posts by Shea Labagh Dobberstein

Major Changes Come to Kiddie Tax

The SECURE Act has repealed a change to Kiddie Tax that was made in the Tax Cuts and Jobs Act. This change is effective from 2020 onward. Click through for the details on the current and retroactive changes on this often-misunderstood tax.

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By the Numbers: The Key Adjustments for 2021

As the year unwinds, the government can change a variety of numbers that affect tax and other financials. Read our newsletter for a review of the 2021 changes to learn more about how these could affect your or the company you manage.

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Managing Risk in Estate Planning

Does your estate plan stand the test of time? Here is a breakdown and pointers on reducing liabilities with the right insurances and protections.

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Spending Behavior May Be Key to Retirement Savings: Key Observations

A recent study sheds light on why savings alone may not provide the full financial picture when it comes to retirement savings rates among 401(k) participants with similar incomes. The implications of the research findings for plan sponsors will be explored here in the second article of our two-part series.

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