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2021 Retirement Plan Limitations

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).

IRS Issues Final Regulations for Non-Grantor Trust Deductions

The IRS has issued final regulations on the deductions available to estates and non-grantor trusts. Under the Tax Cuts and Jobs Act, which was enacted

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

By David Brinkman, CFA, CPA, CFP®, CPFA When working with individuals and families that are on track with their overall financial plan and wanting

IRS Extends 2020 Rollover Period and Other Deadlines for Retirement Account RMDs

In March, the CARES Act provided taxpayers opportunity to skip this year’s (2020) required minimum distribution (RMD) from their retirement accounts.

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IRS Audit Campaign: Examinations to begin on Hundreds of High-Wealth Individuals

The Internal Revenue Service (IRS) announced in June a renewed focus on auditing high net-worth individuals and their related entities. First, there is

Use It or Lose It…Maybe: Gift Planning Considerations in an Unpredictable Election Year

In a year rife with a global pandemic, intense social justice movements, tempestuous markets and dogged allegiance to party lines, the 2020 presidential

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and

Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning

Recent financial markets have certainly been a roller coaster ride for investors, with the S&P 500 falling 30% in 22 trading days in March, subsequently

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CARES ACT – impacts on Charitable Contribution Deductions

The CARES Act (hereinafter “the Act”) was enacted to provide emergency assistance in light of the 2020 Coronavirus pandemic. With this Act

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