This alert from Verrill’s Private Clients & Fiduciary Services Group highlights the latest changes to the income tax and transfer tax landscape. The alert addresses the SECURE ACT 2.0, federal and state transfer tax updates...more
1/25/2023
/ Charitable Donations ,
Employee Benefits ,
Estate Tax ,
Gift Tax ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
SECURE Act ,
State and Local Government ,
State Taxes ,
Tax Planning ,
Transfer Taxes
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