News & Insights
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 […]
READ MORE
IRS Issues Final Regulations on Inherited IRAs
July 30th, 2024
|
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, […]
READ MORE
Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
|
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]
READ MORE
Common Estate Planning Mistakes
July 10th, 2024
|
Estate Planning |
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]