A common concern of estate planning and business planning clients is protecting their assets from a future creditor claim. These claims can arise in the operation of a business, the provision of medical or other professional...more
10/21/2022
/ Asset Management ,
Business Assets ,
Business Associates ,
Corporate Counsel ,
Corporate Finance ,
Corporate Officers ,
Estate Planning ,
Incorporation ,
Irrevocable Trusts ,
Life Insurance ,
Limited Liability Company (LLC) ,
Marital Assets ,
Marital Settlement Agreements
The SECURE Act has significantly altered the estate planning landscape for qualified retirement accounts, including, but not limited to, Individual Retirement Accounts (“IRAs”), 401(k)s, 403(b)s, 457(b)s, and Roth IRAs...more
1/21/2020
/ 401k ,
Beneficiary Designations ,
Employee Benefits ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Tax Planning
Last week, Treasury issued a second round of proposed regulations regarding Opportunity Zones?offering investors more clarity as to whether their investments in designated Opportunity Zones will qualify for current capital...more
5/1/2019
/ Capital Gains ,
Economic Development ,
New Guidance ,
Opportunity Zones ,
Partnerships ,
Proposed Regulation ,
Qualified Opportunity Funds ,
Real Estate Investments ,
Safe Harbors ,
Tax Cuts and Jobs Act ,
Tax Deferral ,
Tax Planning ,
U.S. Treasury
Most partnerships and limited liability companies taxed as partnerships (collectively, "partnerships") are now in the middle of preparing their 2018 tax returns. They may notice a new line on their tax returns where they...more
3/5/2019
/ Audits ,
Business Taxes ,
C-Corporation ,
Corporate Counsel ,
Income Taxes ,
IRS ,
Limited Liability Company (LLC) ,
Partnership Agreements ,
Partnerships ,
S-Corporation ,
Tax Liability