The One Big Beautiful Bill Act ("OBBBA”) was signed into law last week, continuing the applicability of many individual federal income, estate, and gift tax provisions from the 2017 Tax Cuts and Jobs Act (“TCJA”), and in some...more
7/10/2025
/ Capital Gains ,
Estate Planning ,
Estate Tax ,
Federal Funding ,
Gift Tax ,
New Legislation ,
SALT ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Rates ,
Tax Reform
The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more
2/3/2020
/ 401k ,
Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
SECURE Act ,
Tax Deductions ,
Tax Deferral ,
Tax Planning ,
Trustees ,
Trusts