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August 31 Deadline Looming for Coronavirus Related Return of Required Minimum Distributions

The IRS this week issued Information Release 2020-187 to remind IRA owners and beneficiaries, as well as participants in workplace retirement arrangements, that they have until August 31 to return required minimum...more

Conduct A Retirement Plan Beneficiary Designation Check-Up

If you have a qualified retirement plan or Individual Retirement Account (β€œIRA”), be sure to verify two things: Have you designated the primary and contingent beneficiary or beneficiaries who will receive any remaining...more

The American Taxpayer Relief Act of 2012 Stabilizes Federal Estate, Gift and Generation-skipping Transfer Tax Law

The American Taxpayer Relief Act of 2012 (the "2012 Act") β€” actually passed by Congress on January 1, 2013 β€” brings welcome stability to federal estate, gift and generation-skipping transfer tax law which has been in...more

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