Meredith has been a part of the Zion & Company family since 1995. She brings to the company years of experience in retail management and buying, manufacturing production, and education, having taught Accounting, Statistics, and Business Math at two junior colleges. Meredith is one of two founding partners of Paragon Financial Advisors, LLC, a registered investment advisory firm. In her spare time, she enjoys travel, running and time with her family.
The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year:
Okay, so maybe not magical…but there are things you can do to rev up engagement in your meetings. After all, it’s likely that you spend at least 25 percent of your professional time in meetings, so why not put a little work into making them more appealing for all those involved. To get you started, give the following five tips a try: