David Flinchum
Tax Services
Focus Areas
- Benefits Consulting
- Compensation & Benefits Consulting
- Estates & Trusts
- High-Net-Worth Individuals
- Tax & Retirement Planning
CPA License
- MD - 0015205
Education
- B.S. in Accounting, University of Maryland University College
Professional Involvement
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- American Society of Pension Professionals & Actuaries
CPA License
- MD - 0015205
Education
- B.S. in Accounting, University of Maryland University College
Professional Involvement
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- American Society of Pension Professionals & Actuaries
Related Insights
Webinar Recording
5/26/2023 7:40:03 AM
Learn about the impact of SECURE Act 2.0 on retirement savings plans for employers and individuals. Discover key changes and actionable insights to prepare for the new law.
Article
1/9/2023 7:45:24 PM
SECURE Act 2.0 covers changes to retirement provisions designed to increase retirement savings. In this summary, we highlight key provisions that will take effect in 2023 & 2024.