The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), was originally signed into law on December 20, 2019. Intended to assist and encourage Americans in saving and investing for retirement,...more
During 2022, COVID-19, the war in Ukraine, global inflation, the Tax Cuts and Jobs Act (TCJA), the uncertainty about the Build Back Better Act (BBBA), the Corporate Transparency Act (CTA), and the Inflation Reduction Act...more
11/18/2022
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Clawbacks ,
Estate Planning ,
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Estate-Tax Exemption ,
Generation-Skipping Transfer ,
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Gift-Tax Exemption ,
Income Taxes ,
IRS ,
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Retirement Plan ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Tax Reform ,
Trusts