Stephen Reed was promoted to Partner on January 1, 2011. Steve is a 1985 graduate of Anderson University. He joined the firm in 1990 as a staff accountant and then was promoted to manager in 2000. Steve will be overseeing quality control in financial statement preparation, as well as individual and small business tax preparation and small business advisory services. When Steve is not in the office he enjoys golf, softball, Nascar and is an active member of Kingsway Christian Church. Steve has been married to his wife Marcie for 24 years and has two lovely daughters.
5 Tax Surprises That Can Shrink Your Retirement Savings
Key Takeaways: RMDs become mandatory at age 73, and missing one can trigger a penalty of up to 25% of the required amount. A new temporary $6,000 deduction ($12,000 for joint filers) is available for taxpayers 65+ through 2028. Investment gains, pension income, and...