Year-End Giving from IRAs: Traps to Avoid
The holiday season is a time of giving and reflection. Charitable contributions are a time-honored way of achieving one’s philanthropic goals while
our thoughts on:
2019 Retirement Plan Limitations
On November 1, 2018, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2019 (IRS Notice 2018-83).
The Changing Landscape of Qualified Retirement Plans
Plan Sponsors continue to be faced with the pressure of overseeing a “successful” retirement plan for participants and beneficiaries. How “successful”
Administrative Expenses for Trusts and Estates Will Remain Deductible
The Internal Revenue Service (the “IRS”) has announced in Notice 2018-61 (the “Notice”) that it plans to issue regulations clarifying
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