By Diane Weinberg Under the Coronavirus Aid, Relief and Economic Security (CARES) Act, every taxpayer who received income in 2018 and 2019 below a certain
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult
Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now Read More »
UPDATE 3/30/20: The IRS has extended the deadline for gift tax return filings, too – July 15, 2020. You may read Notice 2020-20 under “Guidance” on the
UPDATED 3/30/20: Gift Tax Return Due Dates Extended to July 15, 2020 Read More »
Our firm’s motto, “Life changes: Plan for it,” holds as true in these uncertain times as any. We are here for you. And, just like
It’s Business as Usual (Virtually) Read More »
Alpharetta Estate Planning Firm Now Boasts Three Attorneys Who Rank in Top Five Percent of Lawyers in Georgia ALPHARETTA, GA – Feb. 4, 2020 –
The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise. In order to help make these rules and their impact on your estate plan easier to understand, we are providing the following Q&A.
Updated SECURE Act Q&A: What You Need to Know Read More »
Effective as of January 1, 2020, our tax laws have changed in some very significant ways, especially as to the rules applying to the distribution of assets remaining in Individual Retirement Accounts (“IRAs”) and Qualified Retirement Plans (“QPs”) after the death of the owner/participant/employee (“participant”). The one significant change to the Secure Act made after our July 2019 Newsletter will be discussed in this News Alert, which provides more favorable rules to benefit disabled and chronically ill beneficiaries.
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