SECURE Act’s New IRA Rules: You Might Need To Change Your Estate Plan

December 31st, 2019

Originally posted on Forbes.com Introduction and Action Steps The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act” makes significant changes to how IRAs […]

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Free Webinar – Planning for Business Exits from C Corporations; Intrafamily Business Transactions; Other Developments – Wednesday, December 18, 2019 at 12:00 PM EST

December 17th, 2019

Lower C corporation income tax rates have increased attention to the Code § 1202 exclusion for gain on sale of stock. We will discuss how that, and related provisions work, […]

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