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Stay Safe!

Please adhere to CDC guidelines during this challenging time. We want everyone to remain safe and healthy. During this time, we will be limiting our

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Secure Act 2020

INFORMATION TO HELP KEEP YOU INFORMED. On December 20, 2019 the Secure Act was signed into law.  Burgess & Associates,LLC. would like to provide you

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Burgess & Associates, LLC are not CPA’s, therefore cannot offer tax advice.  Please consult your tax advisor for clarification on IRA contributions and other tax-affiliated questions & concerns.

Burgess & Associates are not Lawyers.  Our trusts are reviewed by our Trust officers and our Lawyer, we offer no legal advice.