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Efficient Tax Planning

“One Big Beautiful Bill” Act, Part 2:  Parents Edition

As we noted in our last post, on July 4, President Trump signed into law the “One Big Beautiful Bill” […]

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“One Big Beautiful Bill” Act, Part 1: How the Tax Law Changes Impact You

On July 4, President Trump signed into law the “One Big Beautiful Bill” Act (OBBBA), a budget reconciliation bill that […]

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IRS Finally Clarifies New Rules for Beneficiaries of Inherited IRAs

Back in December 2019, Congress passed significant changes to retirement account rules, known as the SECURE Act. Among other provisions, […]

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It’s 2024: Which Provisions of SECURE Act 2.0 Are in Effect Now?

At the end of 2022, Congress passed an omnibus spending package that included a number of significant changes to retirement […]

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Year-End Tax Planning:  Lowering Your Tax Bill with Charitable Giving

As we quickly approach the end of the year, some of you may be considering what you can do to […]

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Tax Diversification:  Strategy to Lower Lifetime Taxes and Help Assets Last

As many employers have canceled pension programs over the past several decades, retirees increasingly must rely on their assets, not […]

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