News & Insights

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New Regulations Impact Inherited IRAs
May 16, 2022
Jim Magno

 

Clarifications in new IRS regulations implementing changes made by the 2019 SECURE Act have a big effect on distribution requirements for inherited IRAs.

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Basic Estate Planning: Retirement Plan Assets, IRAs, and Other Beneficiary Designated Assets
September 17, 2021 
Jim Magno

 

How to lay the foundations for your estate plan and keep it updated for the benefit of both yourself and your loved ones.

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How the SECURE Act May Change Your Estate and Financial Planning Approach
June 16, 2021 
Jim Magno

 

The passing of the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, in 2020 has broad implications for your financial planning going forward.

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COVID-19 Statement
Updated: September 17, 2021

 

Our continuing office procedures for 2021.

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PPP Loan Update
September 19, 2020

Our latest guidance for taxpayers that have received PPP loan proceeds.

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What is estate planning and why is it important?
September 1, 2020

 

Read about the benefits of estate planning and what different aspects of an estate plan may entail.