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One, Big, Beautiful Bill Act
On July 4, 2025, President Trump signed The One, Big, Beautiful Bill Act (The OBBB), a spending and tax bill that extends many of the...

Paul Peter Nicolai
Aug 5, 202510 min read
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Retirement Plan Changes
The SECURE 2.0 Act of 2022 significantly changed how retirement plans operate. Sponsors will need to plan for changes.

Paul Peter Nicolai
Nov 19, 20243 min read
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Avoiding Settlement Tax Errors
Here are some common tax fallacies involving settlements and why they are wrong. Putting the money in a lawyer-client trust account...

Paul Peter Nicolai
Jan 18, 20226 min read
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