Congress recently passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act, or the “Act”) implementing one of the most substantial pieces of retirement plan legislation in years, into law....more
1/7/2020
/ 401k ,
403(b) Plans ,
Beneficiary Designations ,
Compensation & Benefits ,
Eligibility ,
Employee Benefits ,
Employee Contributions ,
Employee Retirement Income Security Act (ERISA) ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Multiemployer Plan ,
New Legislation ,
Part-Time Employees ,
Regulatory Reform ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Safe Harbors ,
SECURE Act ,
Tax Credits ,
Tax Planning ,
Tax Rates
This week was supposed to be the week Republicans passed a tax bill. It’s unclear what exactly will happen in the immediate future, or if we’ll have to wait for the New Year to see any type of tax reform. If or when we do get...more
12/1/2017
/ Alternative Minimum Tax ,
Charitable Donations ,
Child Tax Credit ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Local Taxes ,
Pass-Through Entities ,
State Taxes ,
Tax Deductions ,
Tax Rates ,
Tax Reform ,
Trump Administration
It’s impossible to predict what any future president will do, or what Congress will approve. But in light of comments president-elect Donald J. Trump made on the campaign trail, and given that Grand Old Party members will...more
12/1/2016
/ Alternative Minimum Tax ,
Business Plans ,
Capital Gains ,
Charitable Donations ,
Death Tax ,
Estate Planning ,
Estate Tax ,
Income Taxes ,
Mortgage Interest ,
Net Investment Income ,
Repeal ,
Selling a Business ,
Standard Tax Deduction ,
Succession Planning ,
Tax Deductions ,
Tax Rates ,
Tax Reform ,
Trump Administration