Learn how our clients benefit from the CEFEX certification. The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.
IRS Releases ACA Affordability Threshold and ESRP Penalties for 2027
The IRS released Rev. Proc. 2026-26,announcing an increase in the ACA Affordability Contribution Rate from 9.96% in2026 to 10.22% for the...
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