Well, we thought by now we’d know who would be in Washington and influencing if not controlling tax policy for the next four years. If the Democrats gain control of the White House and both houses of Congress, it is likely that we will see higher taxes as well as a ...Continue reading ››

Employees and IRA owners should review their planning in light of the changes made by the SECURE Act to the rules governing retirement plans and IRAs.

In the past conduit trust language was often used to permit the IRA to pass into ...Continue reading ››


A Giving Legacy

We get the privilege of representing remarkable people. Many of our clients have a spirit within them that encourages them to give back and charitably provide for others. The gifts can be of their time or money and can be impactful in many ways. I enjoy these encourag ...Continue reading ››

Some of the most controversial provisions of The Tax Cuts and Jobs Act of 2017 (the “Act”) relate to providing tax relief to small business entities. Some of the impactful changes effecting small businesses are as follows:

  • ...Continue reading ››

The Tax Cuts and Jobs Act of 2017 (the “Act”) was recently signed into law and with it significant changes in the taxes our clients may pay. We will be providing a few summaries of some of the more substantial of these changes as well as some thoughts on how to r ...Continue reading ››