News & Insights
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
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By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]
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Business Owners Sometimes Need to Switch Successors
August 29th, 2024
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Succession Planning
For many business owners, choosing a successor is the most difficult task related to succession planning. Owners of family-owned businesses, who may have multiple children or other relatives to consider, […]
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IRS Issues Final Regulations on Inherited IRAs
July 30th, 2024
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Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Wealth Management
The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs, […]
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Timelines: 3 Ways Business Owners Should Look at Succession Planning
June 4th, 2024
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Consulting |
Strategic Planning |
Succession Planning |
Wealth Management
Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures […]
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Watch Out for IRD “Income in Respect of a Decedent” Issues When Receiving an Inheritance
April 29th, 2024
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Estate Planning |
Financial & Retirement Planning |
Succession Planning |
Wealth Management
Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too good to be true. While […]