Tax Planning
The Perfect Storm for Advanced Estate Planning (Part 3)
In Part 1 of this three-part newsletter series, we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? ...
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Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment ...
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The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time ...
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The Perfect Storm for Advanced Estate Planning (Part 1)
Now is the time to undertake advanced estate planning! The last time we made a call-to-action with this level of conviction to undertake more advanced ...
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SECURE Act Q&A: What You Need to Know
(Updated May 8, 2020)
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on December 20, 2019 and is now the law. While its primary goal ...
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SECURE Act Quick Assessment Tool
(Updated May 8, 2020)
What is this? This Quick Assessment Tool can be used to get a generalized answer as to how to deal with the Setting Every Community ...
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SECURE Act Self-Assessment Tool / Full Discussion Version
(Updated May 8, 2020)
As you are likely aware, Congress enacted legislation on December 20, 2019, commonly referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) ...
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UPDATED 3/30/20: Gift Tax Return Due Dates Extended to July 15, 2020
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 ...
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