Articles by

Michael Breza

Tax Season Scams with Mike Breza and Lisa Dunnigan  

PODCAST: From phone calls to phishing emails to fraudulent tax preparers – scams are only becoming more sophisticated every year. Check out this episode to ensure you never become a victim of one of these nefarious scams. 
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SECURE Act 2.0 – Individuals

The SECURE Act 2.0 was signed into law on December 29, 2022. It covers numerous changes to retirement provisions that affect individuals. The provisions are intended to increase retirement savings; facilitate access to retirement savings; and provide employees the opportunity to save more and longer for retirement, at a lower cost.
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SECURE Act 2.0 – Employers

The SECURE Act 2.0 was signed into law on December 29, 2022 and covers numerous changes to retirement provisions that affect employers and lower their cost of offering and funding retirement savings plans.
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Have You Prepared for an Untimely Disability or Death?

It can be easy for us to put off key estate planning issues but often waiting until an unforeseen event like a family death or sickness can prove too late. Estate planning helps to preserve the assets you worked hard to accumulate during your life and make sure they go
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