News & Insights
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
|
By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
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 […]
READ MORE
The Amount You and Your Employees Can Save for Retirement is Going Up Slightly in 2025
November 14th, 2024
|
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
How much can you and your employees contribute to your 401(k)s or other retirement plans next year? In Notice 2024-80, the IRS recently announced cost-of-living adjustments that apply to the […]
READ MORE
How Much Can You Contribute to Your Retirement Plan in 2025? The IRS Just Revealed the Answer
November 12th, 2024
|
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice 2024-80. Many retirement-plan-related limits will increase for 2025 — but less than in prior years. Thus, depending […]
READ MORE
Business Owners Sometimes Need to Switch Successors
August 29th, 2024
|
Succession Planning |
Cannabis |
Construction |
Healthcare |
High Net Worth |
Manufacturing |
Small & Midsize Businesses
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, […]
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 |
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 […]