News & Insights
Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
August 20th, 2024
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By Kevin Todd |
Estate Planning |
Tax |
Wealth Management |
High Net Worth
By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under […]
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The Possible Tax Landscape for Businesses in the Future
August 8th, 2024
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Tax |
Cannabis |
Construction |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
Get ready: The upcoming presidential and congressional elections may significantly alter the tax landscape for businesses in the United States. The reason has to do with a tax law that’s […]
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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 |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
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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IRS Ramps Up Compliance Enforcement Against Certain Businesses
July 22nd, 2024
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Business Tax Services |
Tax |
Tax Credits |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The Inflation Reduction Act provided the IRS with billions of dollars of additional funding to reduce the so-called “tax gap” between what taxpayers owe and what they actually pay. The […]
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Team Member Spotlight: Amber Rathbun
July 19th, 2024
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By Amber Rathbun |
Our Team |
Tax |
Nonprofit |
Small & Midsize Businesses
Amber Rathbun, CPA, Senior Manager, provides tax support to individuals, nonprofits, and for-profit businesses and is an active member of Maner Costerisan’s nonprofit team. She cares deeply about her colleagues […]