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Federal Student Loan Forgiveness: Is It Real? What You Need to Know

USA - November 8 2022 In August, the Biden-Harris administration and the U.S. Department of Education announced their three-part plan to help federal student loan…

Steven M. Packer

To Convert or Not to Convert - That Is the Question These Days

USA - August 31 2022 Is your traditional IRA or 401(k) down in value this year? If so, it may be a great time to convert to a Roth IRA. We have been very busy modeling…

Luke J. Bartlinski, Michael A. Gillen

President's First Significant Tax Legislation Addressing Drug Pricing and Climate Initiatives Becomes Law

USA - August 16 2022 On August 16, President Joe Biden signed into law the Inflation Reduction Act of 2022, the most significant climate package in recent history, along…

Michael A. Gillen, Steven M. Packer

Midyear Tax Planning Opportunities: Quick-Strike Items to Consider This Summer

USA - August 4 2022 With 2022 over halfway through and while there is still sufficient time to act and implement new strategies, now may be an ideal time to focus on tax…

Michael A. Gillen, Sean R. Schoppy

Is the President's Tax Bill Back from the Dead?

USA - July 28 2022 On July 27, Senator Joe Manchin, in an apparent intraparty compromise, announced a tentative deal with Majority Leader Chuck Schumer on important…

Michael A. Gillen, Steven M. Packer