The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including many of the Secure 2.0 changes. They also discuss exciting new opportunities available for 529 plans and updated energy credits opportunities and guidelines.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The...