By Charles R. Kennedy, CPA, MBA, Vice President & Director of Tax Services Emerging from the One Big Beautiful Bill Act (OBBBA) are several tax-planning opportunities for individuals considering converting a traditional IRA to a Roth IRA. For those with...

By Kevin J. Bonnett, CPA, Vice President & Director Under the provisions of the SECURE 2.0 Act beginning on January 1, 2026, the catch-up contribution rules for certain plan participants in 401(k), 403(b) and 457(b) government plans are changing. This change...