Friedman + Huey’s Customized Services.
Your life doesn’t always fit neatly in a box.
Sometimes you wear multiple hats. Other times an exciting opportunity or experience knocks at your door, and you stretch yourself to pursue it. This is, of course, what keeps life interesting.
To support you across all endeavors, we offer a range of specialty services:
+ Charities and Nonprofits
+ Executive Services
+ Financial Planning
+ Social Security Analysis and Planning
+ Business Consulting
+ Personal Financial Planning
+ Retirement Plans
+ Education Funding
+ Succession Planning
Let us help you acheive your goals.
Have you heard about The Great Reconsideration? If not, it’s a real thing, and it’s something you need to evaluate if you’re closing in on retirement or thinking about doing so early.
The U.S. House of Representatives recently passed Securing a Strong Retirement Act, H.R. 2954, also called the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0. This bill enhances rules beyond those established by SECURE Act 1 of 2019....
If you are a partner in a partnership or a shareholder in an S Corporation, did your entity consider a pass-through entity tax (PTET) election as part of its 2021 year-end planning? Hopefully, you answered “yes.” Are you doing business in a state that does not allow...