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News & Insights

A Note about Health Savings Accounts
January 6, 2023
Jim Magno


Helpful reminders regarding Health Savings Accounts (HSAs).

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Update for Certain IRA Inheritances
October 25, 2022
Jim Magno


Good news for certain IRA inheritors: the IRS has suspended enforcement of certain required minimum distributions for years 2021 and 2022.

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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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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.

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