As indicated in our last newsletter, we are updating you on the enactment of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) which was enacted on December 20, 2019 and became effective on January 1, 2020.Although
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March
24,
2020
|
06:20
It's hard work being a business owner and after the initial formation, many business owners tuck their corporate records into a file cabinet and focus on building their business. However, whether you own a corporation, LLC, or partnership, it’s
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December
16,
2019
|
02:00
OSHA’s general duty clause requires an employer to provide employees with employment and a place of employment which are free from recognized hazards that are causing or are likely to cause death or serious physical harm to his employees. A drug
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December
16,
2019
|
01:45
On November 20, 2019, the U.S. House Judiciary Committee approved the Marijuana Opportunity Reinvestment and Expungement (MORE) Act (H.R. 3884) first introduced by Sen. Kamala Harris (D–CA) in July 2019. The MORE Act seeks to decriminalize
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December
16,
2019
|
01:43
The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect
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November
13,
2019
|
12:57
Part 10 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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October
30,
2019
|
10:48
Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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October
16,
2019
|
10:35
Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the
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October
02,
2019
|
10:22
Part 7 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.
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September
25,
2019
|
02:11
As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.
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