News & Insights
Federal Court Rejects FTC’s Noncompete Agreement Ban
September 4th, 2024
|
Tax
In April 2024, the Federal Trade Commission (FTC) approved a final rule prohibiting most noncompete agreements with employees. The ban was scheduled to take effect on September 4, 2024, but ran into […]
READ MORE
Understanding Taxes on Real Estate Gains
August 21st, 2024
|
Tax
Let’s say you own real estate that has been held for more than one year and is sold for a taxable gain. Perhaps this gain comes from indirect ownership of […]
READ MORE
Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
August 20th, 2024
|
By Kevin Todd |
Estate Planning |
Tax |
Wealth Management
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 […]
READ MORE
The Possible Tax Landscape for Businesses in the Future
August 8th, 2024
|
Tax
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 […]
READ MORE
IRS Issues Final Regulations on Inherited IRAs
July 30th, 2024
|
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, […]