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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.
Discoveer the retirement benefits of Social Security. Hosted by: Jean Range, EIG Senior Wealth Advisor Featuring: Elida Elizondo, Public Affairs Specialist - Social Security...
Estate plan, government provided or create your own?
Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations,...