Blog and Resources

Financial news you don't want to miss.

Fiscal Responsibility Act of 2023
Fiscal Responsibility Act of 2023
June 06, 2023

The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January ...

IRS Rule 72(t)
IRS Rule 72(t)
May 10, 2023

In our latest educational series video, Andrew Samalin talks about an obscure IRS code section called Rule 72(t), which ...

Q2 2023 Newsletter
Q2 2023 Newsletter
April 01, 2023

This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2023 Business Ow...

REITs vs. Private Equity Real Estate
REITs vs. Private Equity Real Estate
March 22, 2023

In our latest educational series video, Andrew Samalin describes potential methods of investment in real estate and thei...

Market Brief 3/13/23
Market Brief 3/13/23
March 13, 2023

Wall Street is still processing the news from last week of a prominent Silicon Valley bank that was taken over by the FD...

SECURE 2.0 Act
SECURE 2.0 Act
February 17, 2023

Amid the 1,650-page, 20,000-word, $1.7 trillion omnibus spending legislation passed by Congress were several provisions ...