Two Special Trusts to “Stretch” IRAs

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details

Other Tax-Saving Moves in a Low Interest/Value Time

We are living in a difficult moment. Businesses, families, and individuals are struggling because of the COVID-19 pandemic. And, the struggles are largely not anyone’s

The Legal Sins of Influencers

So you’re an influencer (or wannabe). That’s pretty great. It probably means you have a knack for understanding what people (at least your group) enjoy,

CARES Act Supplements Charitable Giving

The CARES Act, which went into law on March 27, 2020, has several provisions that can supplement charitable giving at almost any level. Largely, this

5 Ways to Secure Wealth in a Downturn

Although economic downturns, such as the one we are currently experiencing, can have real hardships for many people–there are silver linings for those fortunate to

Family Businesses Need the Payroll Protection Program Now

Many clients are asking about the Payroll Protection Program (PPP).  Here’s a slide deck to help out (based on April 3, 2020 guidance).   Payroll

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