Understanding the SECURE Act 2.0


















Philadelphia Office
1425 Locust Street, Unit 4E
Florida Office
55 SE 2nd Avenue
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?