Tax Planning
NEWS ALERT: The 2019 Secure Act Becomes Law and Estate Plans Likely Need to be Modified! Yes, This is a Very Big Deal!
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 ...
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Top Six Estate and Tax Planning Steps to Consider Before the End of 2019
This installment of our The Passionate Estate Planner newsletter will review what we at Morgan & DiSalvo consider to be the top six Estate and ...
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Portability Election
Richard Morgan, Morgan and Disalvo. This topic is on portability election. Prior to 2010 temporarily in 2013 permanently, each spouse would get an exemption ...
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Revocable Living Trust-Tax Issues
Richard Morgan, Morgan and DiSalvo. We’ve been talking about revocable living trusts. One of the big topics that comes up with revocable living trust ...
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Local TV Personalities Get Themselves – and Their CPA – Indicted for Tax Related Crimes
Hot off the Atlanta presses: A Federal Grand Jury indicts Todd and Julie Chrisley of the “Chrisley Knows Best” reality TV show and their CPA ...
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The 2019 Secure Act: The Good, the Bad and the Ugly Annuities
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, ...
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A Deeper Dive Into Long-Term Trusts
It’s Richard Morgan at Morgan and DiSalvo. Another in our series of Back to the Basics of video newsletters. So we’re gonna take a little ...
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Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?
It’s Richard Morgan at Morgan and DiSalvo. Another of our video newsletters. This topic relates to the question of whether a married couple, whether ...
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