Blogs

Curbside Queens at The Waldo Theatre celebrate the art of Drag.

Byline:

Eleanor Cade Busby

Sun, 07/09/2023 - 4:00pm

The Waldo Theatre will soon welcome Curbside Queens as they celebrate the art of drag with the...

“ It’s so easy to fall in love” with BUDDY: The Buddy Holly Story at MSMT

Byline:

Eleanor Cade Busby

Sat, 07/01/2023 - 9:45am

The Buddy Holly Story is a true celebration of an unlikely rock 'n' roll star in this wildly...

MSMT’s Titanic Rises Above the Waves

Byline:

Eleanor Cade Busby

Fri, 06/09/2023 - 9:00pm

Spoiler Alert! “Titanic’ is unsinkable. This production shines with superb, polished performances...

“Deployed” Opens at the Waldo Theatre

Byline:

Eleanor Cade Busby

Fri, 05/19/2023 - 7:00am

Not to be missed! DEPLOYED on stage at The Waldo - May 20th at 7pm and May 21st at 2pm. The Waldo...

Corporate Transparency Act. The most important reporting requirement you’ve never heard of.

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Tue, 04/11/2023 - 2:00pm

Are you a “beneficial owner” of a small business or LLC? If so, get ready: 2024 will bring the...

Women and Retirement: More on SECURE 2.0

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Wed, 03/15/2023 - 1:00pm

A recent article in Financial Advisor on-line magazine provided some interesting insights into how...

More on SECURE 2.0 Act of 2022

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Mon, 01/23/2023 - 12:45pm

Recently we shared information about the increase in the age for the Required Beginning Date (RBD)...

Diving into 2023: Retirement legislation “SECURE 2.0” passes House and Senate, President Biden to sign into law

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Fri, 12/30/2022 - 10:15am

There are not two, but three certain things in life: Death, taxes and change. This third element...

Making lemonade from lemons: Long-term capital loss stock creates another type of tax-efficient charitable gifting opportunity

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Mon, 11/14/2022 - 3:30pm

For those of us working in the area of wealth management, 2022 will long be remembered as the year...

Increased Contribution Limits to Retirement Plans for 2023

Byline:

Sarah Ruef-Lindquist, JD, CTFA

Fri, 10/28/2022 - 1:15pm

In late October, the IRS announced new limits increasing the amount that taxpayers may contribute...

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