Tax Planning

The SECURE Act and Your Retirement Savings

by Chad Hassinger on Feb 25, 2020

Tax Planning, Finance, Retirement

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits...

Gift and Estates Taxes

by Chad Hassinger on Sep 27, 2019

Tax Planning, Estate Planning

With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”

Subscribe to Tax Planning