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SECURE 2.0 Act of 2022 Makes Big Changes to Retirement Plans

The Consolidated Appropriations Act, 2023 (“Appropriations Act”) was signed by President Biden and became law on December 29, 2022. Included in the Appropriations Act is the SECURE 2.0 Act of 2022 (“Secure Act”), which...more

IRS Issues Proposed Regulations Affecting Inherited Retirement Accounts Under the SECURE Act

The IRS has proposed regulations interpreting significant changes made by the SECURE (Setting Every Community Up for Retirement Enhancement) Act to how inherited IRAs and other retirement accounts can be treated by their...more

Proposed Federal Tax Changes Take Aim at Wealthy Businesses and Individuals

The tax plan released last month by the Democratic-led House Ways and Means Committee would bring about extensive changes in the taxation of businesses and high-income individuals. Proposals Affecting Businesses - Key...more

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