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New Retirement Tax Law: SECURE Act 2.0 Thumbnail

New Retirement Tax Law: SECURE Act 2.0

On Friday, December 23rd Congress approved The Setting Every Community Up For Retirement Act 2.0, also known as The SECURE Act 2.0. This bill has been long expected since the original SECURE Act 1.0 was passed in December of 2019 and completely changed the way we plan using retirement accounts, trusts, and life insurance.

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2023 Tax Adjustments Thumbnail

2023 Tax Adjustments

The IRS just announced the 2023 tax adjustments based on inflation adjustments or code changes. While we will be analyzing all changes and the impact it has to our tax management clients, the tax items for tax year 2023 of greatest interest to most taxpayers include the following

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The Inflation Reduction Act of 2022 Thumbnail

The Inflation Reduction Act of 2022

President Biden signed the Inflation Reduction Act of 2022 into law, which includes new tax provisions, extensions, and expansions of tax benefits related to energy efficiency and healthcare. So what does this mean for you and your taxes?

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Understanding Charitable Trusts Thumbnail

Understanding Charitable Trusts

When it comes to strategic tax planning and management, one of the best ways to mitigate future tax on your investment gains or create tax savings to offset current year tax liability from investment sales or large income realization events such as a Roth conversions or business sale is through philanthropic and charitable giving. There are many charitable tools available depending on your personal financial circumstances, amount of charitable giving, timing of charitable giving, and last but not least, complexity of implementation. In today's post, we are going to focus on Charitable Trusts.

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Is Your Life Insurance an Asset or Liability? Thumbnail

Is Your Life Insurance an Asset or Liability?

When I think about life insurance, the three words that come to mind are: Misunderstood, Mis-sold, Mismanaged Life insurance is one of the most misunderstood financial products by consumers. Life insurance is one of the most mis-sold financial products by insurance agents. Life insurance is one of the most mismanaged asset by wealth managers & financial advisors. The combination of these three M’s ultimately gives a very valuable product a tarnished reputation causing many to underestimate the importance of life insurance in a holistic financial plan.

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