Wealth Management
When Your Estate Includes an IRA
Several times each year, an executor will ask us, “What do I do with the IRA in the estate?” Often…
DOL Expands Retirement Plan Options for Smaller Businesses rather than Emerging Tax
The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to…
Inherited an IRA? It’s Not Always 100% Taxable
Beneficiaries of an inherited individual retirement account (IRA) are typically not privy to the income tax filings of the decedent….
What’s Your Construction Company Worth?
It is important that you have a comprehensive understanding of the three primary methods used to estimate the fair market…
Are Charitable Contributions Deductible on Form 1041?
Every time a testator decides to make a charitable organization a beneficiary in either their will or trust, the question…
Using a “Back Door Roth” IRA? Be Mindful of the IRA Aggregation Rule
As many of you know, the concept of a “back door Roth” IRA is relatively simple. It allows taxpayers with…
Retirement Plan Fiduciaries Responsibilities
At a glance The main takeaway: To avoid risk and comply with ERISA standards, plan sponsors should stay abreast of…
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