The SECURE Act 2.0 signed into law on December 29, 2022 has several provisions impacting retirement savings including new rules on minimum distributions.
Read Secure Act Minimum Distribution Rules
Related Article: Q&A Required Minimum Distributions
Tax Rules of Making Bequests or Lifetime Gifts
Bequests and Lifetime Gifts are not the same, understanding the tax aspects may help you make a decision that is more advantageous.
Read Bequests Lifetime Gifts
Related Article: Strategy for Donating Appreciated Assets
Include Intellectual Property in Your Estate Plan
We automatically include tangible assets in our estate plans, but don’t forget to include intellectual property and uncover its true value.
Read Intellectual Property
Explore our tax guides, apply the new 2023 standard mileage rate increase, and use the 1Q tax planning calendar as a resource.
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