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Tracy Jones CPA, LLC

Social Security: Note the Key Changes for 2020

The Social Security Administration has released new numbers for those paying Social Security and those collecting it. Check out the new maximum taxable earnings amount as well as COLA and other...
Tracy Jones CPA, LLC

“Extender” Legislation Impacts Individuals and Small Businesses

The federal spending package that was enacted in the waning days of 2019 contains numerous provisions that will impact both businesses and individuals. In addition to repealing three health care...
family generations

Family Businesses and the Next Generation

Having your children work in the family business is a great way to teach your kids about work ethic and money management, and to kick-start their retirement or college savings...
Senior couple enjoying their vacation at the beach

QDIAs for Retirement Plans: Does Your Company Need Them?

Having a qualified default investment alternative relieves you and plan fiduciaries of certain liabilities. Click through to enhance 401(k) plans by providing investments with potential for long-term growth regardless of...