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Estate Planning

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IRS Issues Final Regulations for Non-Grantor Trust Deductions

The IRS has issued final regulations on the deductions available to estates and non-grantor trusts. Under the Tax Cuts and Jobs Act, which was enacted

| 10.13.2020

3Q20 Market Commentary

Estate Planning and Valuation During an Uncertain Economy – and an Election Year

Schneider Downs has published a number of articles in recent months discussing valuation and estate planning strategies during this difficult economic

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

| 7.14.2020

2Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

Nancy Skeans provides insight on Roth IRA increase

Nancy Skeans, CEO of Schneider Downs Wealth Management Advisors spoke with the Pittsburgh Business Times regarding the progression of Roth IRAs due to

| 6.1.2020

SDWMA Newsletter June 2020

Here are some of our team's favorite moments from the last few months at home. We hope you will share yours in the poll below and send us an email

| 6.1.2020

Participant Newsletter June 2020

Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so.Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is financial security.

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

Estate Planning Opportunities Created by COVID-19

On April 23, Schneider Downs’ Darin Schindler, Greg Allison and Derek Eichelberger led a webinar for the firm’s personnel and friends discussing

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