Blog

Important Updates to the SECURE ACT

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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Are You on Top of Your Corporate Record Keeping?

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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Drug Testing in the Workplace

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 [… read more]

Is the MORE Act Any More Likely to Federally Legalize Marijuana in the U.S.?

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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How proposed Regulations to Life Expectancy Tables Affects Your RMD

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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Estate Planning Basics: Tying the Whole Plan Together

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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Estate Planning Basics: You Have a Trust; Do You Also Need a Will?

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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Estate Planning Basics: You've Set Up Your Trust. Did It Get Funded, Though?

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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Estate Planning Basics: Making a Modification/Amendment to Your Trust

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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personal and charitable gift planning

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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