The ‘Setting Every Community Up for Retirement Enhancement’ Act (the “SECURE Act”) was signed into law on December 20, 2019 and became effective January 1, 2020....more
2/19/2020
/ 401k ,
403(b) Plans ,
Beneficiary Designations ,
Compensation & Benefits ,
Employee Benefits ,
Estate Planning ,
Individual Retirement Account (IRA) ,
New Legislation ,
Qualified Charitable Distributions ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
SECURE Act ,
Tax Planning
On November 26, 2019, the Treasury Department and the IRS issued final regulations under IR-2019-189 confirming that there will be no “clawback” for gifts made under the increased estate and gift tax exclusion put in place by...more
1/3/2020
/ Clawbacks ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
New Legislation ,
Tax Cuts and Jobs Act ,
Tax Exemptions ,
Tax Planning ,
Tax Rates ,
Tax Reform ,
Trump Administration ,
Wealth Management