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In October, special needs planning attorneys throughout the country work to educate those with special needs, their families, and caregivers about their legal needs. Special needs planning can involve special needs trusts, care management, advocacy to Read More
Last month, the IRS updated Publication 1281, Backup Withholding for Missing and Incorrect Name/TIN(s), to reflect a key change made by the Tax Cuts and Jobs Act (TCJA). As a result of this change, effective Read More
We are pleased to join our colleagues at NAEPC (National Association of Estate Planners and Councils) in promoting National Estate Planning Awareness Week. Estate planning is one of the most overlooked areas of personal financial management. In Read More
If you are like many Americans, you know estate planning is important, but you just haven’t gotten around to it yet. Or if you have an estate plan, once it was completed, you probably crossed Read More
Most folks know that estate planning is an essential component of long-term financial planning and they figure they have time to get around to addressing it. But if you are a business owner or have Read More
Per the Fiscal Year 2019 Budget Support Emergency Act of 2018, Washington, D.C. residents and businesses should be prepared for the following tax rate changes that go into effect on October 1, 2018! Especially noteworthy Read More
The Tax Cuts and Jobs Act of 2017 amended Code Sec. 164(b)(6) to limit individual annual State and Local Tax (SALT) deductions to a maximum of $10,000, with no carryover for taxes paid in excess of that Read More
The nation has been mourning the passing of Senator John McCain, who recently lost his battle with brain cancer at the age of 81. Nicknamed “The Maverick,” for his determination and fighting spirit, McCain was Read More
I would like to wish you all a Happy Labor Day! As we celebrate the contributions American workers have made to the prosperity and well-being of our country, I am especially grateful for our wonderful team! Read More
Aretha Franklin dies leaving a fortune without a will. Despite having capable advisors, many wealthy people and celebrities don’t get around to taking care of even the most basic paperwork to maintain privacy and ensure Read More