News & Analysis as of

Internal Revenue Service Beneficiary Designations

The United States Internal Revenue Service is a bureau of the United States Department of the Treasury. The IRS is charged with collecting revenue and enforcing the Internal Revenue Code.  
Kohrman Jackson & Krantz LLP

Passing Down Cryptocurrency Assets: Gifting And Estate Planning Considerations

WHAT IS CRYPTOCURRENCY? Cryptocurrency is a digital asset that is created and traded online. Miners (computer operators) establish new units of digital currency and record them on a blockchain, a string of verified public...more

Keating Muething & Klekamp PLL

New IRS Regulations Provide Clarity on Required Distributions Under SECURE Act

A mere 26 months after passage of the SECURE Act, the IRS has kindly blessed us with 275 pages of regulations to address all of our lingering questions.  As you know, one of the more consequential effects of the SECURE Act...more

Ruder Ware

IRS Releases Publication on RMDs for Inherited Retirement Benefits (and, of course, creates confusion)

Ruder Ware on

Ruder Ware’s Trusts & Estates blog has featured several posts (for example, Call to Action: Review Your Estate Plan in Light of the SECURE Act and Why SECURE Act Matters to You) on the SECURE Act, a federal law effective...more

Bond Schoeneck & King PLLC

IRS Relaxes Rules for Witnessing Certain Retirement Plan Elections, and a Reminder Regarding the Patient-Centered Outcomes...

Temporary Relief from Physical Presence Requirements for Spousal Consent - Under the Internal Revenue Code (Code), certain elections under retirement plans require the consent of a participant’s spouse....more

Foodman CPAs & Advisors

This is the Time to Update Important Documents

By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking  individuals to think about their...more

Burr & Forman

Tax Reform and Estate Planning: How the 2017 Tax Cuts and Jobs Act Impacts Estate Plans for McNair Clients

Burr & Forman on

When the 2017 Tax Cuts and Jobs Act was passed, significant changes were made to the Federal Estate, Gift and Generation-Skipping Transfer Tax, the most prominent of which is the increased applicable exclusion amount, which...more

Proskauer Rose LLP

Wealth Management Update - February 2017

Proskauer Rose LLP on

February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

Proskauer Rose LLP

Wealth Management Update - September 2016

Proskauer Rose LLP on

September Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

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