Jan 23, 2020 | Estate Planning, Uncategorized
If You’re A Non-U.S Citizen, the Estate Planning Rules are Different February 11, 2020 Traditional estate planning strategies generally are based on the assumption that all family members involved are U.S. citizens. However, if you or your spouse is a...
Jan 20, 2020 | Estate Planning, Uncategorized
Estate Planning Through the Years January 28, 2020 Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn depending on your current stage of...
Jan 9, 2020 | Uncategorized
Avoid Misclassification: Understand Independent Contractors January 29, 2020 The best way to avoid misclassifying workers is to understand the defining characteristics of independent contractors — and then treat them as such. Use this list to help you...
Jan 9, 2020 | News, Uncategorized
The SECURE Act’s Impact on Employer-Sponsors of Retirement Plans January 23, 2020 Overview of provisions of the SECURE Act affecting plan sponsors Congress recently passed-and the President signed into law-the SECURE Act, landmark legislation that...
Jan 9, 2020 | News, Uncategorized
There’s Still Time to Fund Your IRA January 17, 2020 There is still time to make a contribution to a traditional IRA or Roth IRA for the 2019 tax year. The annual contribution limit is $6,000 or $7,000 if you are age 50 or over. Prior to making a...
Jan 9, 2020 | News, Uncategorized
Use Nongrantor Trusts to Bypass the SALT Deduction Limit January 21, 2020 If you reside in a high-tax state, you may want to consider using nongrantor trusts to soften the blow of the $10,000 federal limit on state and local tax (SALT) deductions. The limit can...
