Gifting Strategy Can Help Address Tax Concerns By Austin Coyan, CPA, CFE While reviewing your estate plan at least every five years is generally a good idea, it’s also reasonable…
“Traditional” Tax Strategies May Not Work in 2020 If 2020 has taught us anything, it’s that we need to be prepared for anything. Market changes, weather events, COVID-19, and other…
Revocable Trust, Irrevocable Trust, Specialty Trusts By Austin Coyan, CPA, CFE The decision to put your assets into a trust to ensure that they pass to your heirs according to…
Trust Planning for Inherited IRAs Should be Revised By Jude Fox, CPA “Stretch” IRAs have lost a lot of their stretch as a result of recently enacted federal legislation, and…