Contact Us
Subscribe to this blog via RSS
Join us on LinkedInArchives
Categories
- One Big Beautiful Bill Act
- 401(k)
- Retirement funds
- Secure Act 2.0
- Divorce
- Family Law
- Power of Attorney ("POA")
- CARES Act
- Corporate and Business Tax
- Tax consequences
- Tax Refund
- Taxation
- Nonprofit
- Wills and Trusts
- Business Formation and Planning
- Estate Administration
- Trusts
- Digital Assets
- Estate Planning
- Fiducaries
Showing 2 posts tagged Roth conversion.
Estate Planning Taxes: No Change…for Now
Last year, with a new administration in Washington, several changes to estate planning tax laws were proposed in Congress that would have significantly impacted the estate plans of high-net-worth individuals. While none of these proposed changes came to pass as initially proposed, those same proposals could be brought to the table again in 2022. Below, we provide you with an overview of what hasn’t changed—yet. More >
Don’t Misplace Your Trust – Proposed Tax Law Overhaul Targets Grantor Trusts, IRAs, and Other Financial Planning Tools
It’s been clear from the start that the new administration in Washington has its sights set on overhauling the tax code. However, the outline of proposed tax legislation unveiled on September 13 by the House Ways and Means Committee has made those changes all the more likely. Among those affected by the proposals would be high-net-worth and high-income individuals attempting to save for retirement or plan their estates. Here, we give you the rundown on the changes you should be aware of and how they could affect you. More >
