New Spending Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but … [Read more...]
Windward Passages: How the SECURE Act May Effect You
Windward Community: Tax Time!
Windward is hot and heavy in to tax season! We don’t mind that the recent Kansas City weather has been so wet and cold because we are working away on tax returns. This tax season we have hired a tax season intern, Claire Hessenflow. Claire is from the Kansas City area and is an Accounting and … [Read more...]
Windward Community: Windward Goes Axe Throwing
At the end of January, Windward held their annual “holiday” get together. We take time after the holidays, to get the firm and significant others together to get out of the office and do something fun. This year, we went axe throwing! What? Yes, axe throwing! There are a couple locations … [Read more...]
Windward Passages: State of the Firm Address
Happy 2019 to our clients and friends, The past year was very good to Windward. We are fortunate to work with over 200 client families, to help them preserve capital, develop a plan and save taxes. We believe Windward’s future is bright and in good hands. We want to share several recent Windward … [Read more...]
Windward Community: Meet Our New Tax Manager, Brad!
We are so grateful for our new addition to the team, Brad Harrison! Brad has joined our team to provide income tax planning services and tax return preparation. He will also be helping with securities law compliance. Brad is a KU graduate and a CPA. Brad is a former Windward intern and we are so … [Read more...]