Top 8 estate planning factors for real estate
Estate planning for real estate requires a strategic and comprehensive approach. This discussion highlights eight important estate-planning factors in the real estate context.
New retirement plan distribution options introduced by SECURE 2.0
SECURE 2.0 provides new opportunities for plan participants to take retirement distributions without incurring early withdrawal penalties.
State income tax law changes for the fourth quarter of 2023
A summary of state and local income tax updates enacted during the quarter ending Dec. 31, 2023, which may impact current or deferred tax provisions.
IRS announces details for ERC Voluntary Disclosure program
IRS provides VD Program for employers to return ERC refunds and avoid penalties and interest. Employers must apply by March 22, 2024.
Beware of state equivalent 1099 filing obligations
As millions prepare to file federal forms 1099, the obligation to file state equivalent returns is often overlooked.
A guide to generation-skipping tax planning
To fully understand the inclusion ratio of a trust, you must ask several questions and recreate the history of transfers made to the trust.
IRS releases 2024 retirement plan limitations
Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.
Major regulatory change on the horizon for financial institutions
Major regulatory change is on the horizon for financial institutions, including new liquidity and capital requirement rules.