Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning
IRA
New Tax Law changes from 70 to 72 the Age for Required Distributions from IRA’s
After months of delay, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed by President Trump on Friday, December 20, 2019. The Act, which was attached to a bipartisan fiscal year 2020 appropriations bill, will go into effect on January...
Simple IRA – good for small businesses
KEEP IT SIMPLE: A TAX-ADVANTAGED RETIREMENT PLAN SOLUTION FOR SMALL BUSINESSES If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can provide your business with valuable tax...
Tax Reform Summary and action Plan for the last weeks of 2017
This is my client letter addressing Tax Reform: Dear Client: Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of...
Roth IRA Rollovers under Fiscal Cliff Law
Roth IRA Rollovers For the past few years, plans with designated Roth accounts could allow an individual to roll over an amount from a non-Roth account into the individual’s designated Roth account in the same plan, but only amounts the individual could have had...
