Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax code. Of these changes, there are some impactful provisions that go into effect January 1, 2024. Below is a list of some of those provisions that will go into effect. New Required Minimum Distribution Age If you have started to take RMDs, you will have to continue to take them... READ MORE

As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the upcoming sales events, people often shop at large stores to take advantage of the best deals and 'bundle' their purchases to save money on gifts. Like these savings on gift giving, one can also benefit from “bundling” their deductions even if they are using the standard... READ MORE

Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial obligations with the Supreme Court overturning the debt forgiveness. With payments resuming this upcoming month, borrowers have mixed feelings on how to proceed. According to Earnest, a student loan refinancing company, 43 million Americans are holding more than $1.75 trillion in... READ MORE

While ticket resale websites have been a gatekeeper for many Taylor Swift fans, many cities across the US have reaped the benefits of her record-breaking performances this past year. There have been many opportunities for local businesses to take advantage of the surplus of tourism with the 20-city Eras Tour. Whether or not you enjoy her music one thing is for certain: when Swifties come to town,... READ MORE

On December 23, 2022, Congress passed a new tax bill that will have a huge impact on Americans’ lives in the upcoming years. At WJ, we have been researching and clarifying all the new 92 provisions so we may continue to be a valuable resource to all our clients. Below is a list of key points we feel will have the biggest impact to our client’s lives. New Required Minimum Distribution Age If... READ MORE