We are pleased to announce that we are offering new valuable services to our clients!
Mary Jo is an Accredited Domestic Partner Adviser (ADPA)
Congratulations, Mary Jo! With this designation, she is licensed and prepared to discuss appropriate tax filing, retirement planning and wealth saving strategies with clients who are in registered domestic partnerships, civil unions, gay marriages or other similar formal relationships that are not considered “marriages” under state law.
The 1996 Defense of Marriage Act, or DOMA, was signed into law by President Bill Clinton, barring federal recognition of same-sex marriages for purposes such as Social Security survivors’ benefits, insurance benefits, immigration and tax filing. Even with the reversal of this ruling on June 26th of this year, federal and state laws continue to be confusing. MJW EA & Company LLC would like to help you navigate these or other issues that are of interest or concern to you. For example:
- Did you know that the Social Security Administration has begun processing claims for surviving members of same-sex marriages and paying benefits where they are due?
- Are you missing out on any other tax benefits or entitlements as a married couple?
Call or email to find out how we can help you!