Certifications: CPA, CFP®, ADPA®
Insights
-
Take Advantage of the Historically High Estate and Gift Tax Exemptions
Estate Planning Services Take Care of the People You Love With all the challenges 2020 has thrown at us, it’s easy to forget that this is an election year. We’re now less than 100 days out from election day with a real chance of both the White House and Senate changing hands. No matter who…
-
CARES Act: What that means for your 2020 Required Minimum Distributions
The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law by the President on Thursday March 26, 2020. This sweeping stimulus package was passed in response to the economic threat caused the COVID-19 pandemic. The CARES Act has many different sections, but, in this blog, we are going to focus on the…
-
Update: Congress moves to make changes to the US retirement system.
This is an update to our 3/1/16 blog post on the major changes to the US retirement system if the Setting Every Community Up for Retirement Enhancement Act, commonly known as the SECURE act, is passed. Since our last post the likelihood of passage this year has gone down somewhat. Since May the bill has…
-
IRS Increases 2019 Retirement Plan Contribution Limits
Every October, the IRS considers whether, due to inflation, the limits for retirement account contributions should be increased. For several years now, a low inflationary environment has meant increases have been scarce. At times, there was even fear that contributions may be reduced due to negative inflation. The Federal Reserve has increased interest rates seven…
-
Congress moves to make changes to US retirement system – 3/1/16
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…
Events
No Events Found