What you need to know: On September 13, 2021, the House Ways and Means Committee released its proposed tax plan to fund President Biden’s $3.5 trillion “Build Back Better” social and economic spending package. If enacted as...more
9/29/2021
/ Biden Administration ,
Capital Gains ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
GST ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Irrevocable Life Insurance Trusts ,
Legislative Agendas ,
Popular ,
Proposed Legislation ,
Qualified Personal Residence Trust ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Reform ,
Ways and Means Committee
SECURE ACT -
What you need to know: The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect on January 1, 2020. The most significant provisions of the SECURE Act involve changes to the...more
2/26/2020
/ 401k ,
Beneficiaries ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement Plan ,
SECURE Act ,
State Taxes ,
Tax Planning ,
Tax Rates