Secure Act 2.0 and Proposed Changes

A person is using a pen to point at a graph on a sheet of paper, likely considering proposed changes. Various documents with charts and graphs are spread across the table, hinting at an analysis or planning session, all under the backdrop of Secure Act 2.0 discussions.

On May 4, 2021, the House Representatives reintroduced the “Securing a Strong Retirement Act of 2021,” commonly referred to as the SECURE Act 2.0. The original SECURE Act was signed into law by President Trump in late 2019 and was designed to make saving for retirement easier and more accessible. The new Act builds on […]

Protective Refund Claim Update – Affordable Care Act (ACA)

An open business report featuring charts and graphs sits on a desk, accompanied by a pen and calculator. In the background, city buildings blur through the window, perhaps reflecting on changes influenced by the Affordable Care Act.

On June 17, 2021, the U.S. Supreme Court upheld the Affordable Care Act in the case brought before the Court, California v. Texas, commonly known as the Affordable Care Act Repeal Lawsuit. In the lawsuit the constitutionality of provisions of the ACA was addressed including the following: Additional Medicare tax of 0.9% on earned income […]