Articles
How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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Critical CARES Act Deadlines: August 31 & December 30, 2020!
The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, ...
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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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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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