The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into law on December 29, 2022. The SECURE Act 2.0 is designed to build upon the provisions of the original SECURE Act to expand participation and boost retirement savings. In part, the SECURE Act 2.0 does this … [Read more...] about The SECURE Act 2.0 – Important Highlights to Know
Charitable Deductions: Use Low Interest Rates to Your Tax Advantage
Certain planning techniques involve the use of interest rates to value interests being transferred to a charity or to private beneficiaries. While the use of these techniques does not necessarily depend on the interest rate, low interest rates may increase their value. Taxpayers can obtain a … [Read more...] about Charitable Deductions: Use Low Interest Rates to Your Tax Advantage
Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You!
If you missed our "standing room only" webinar on setting up trusts as part of your estate planning, you can listen to the recording here. Adam Ohar, CPA, Principal in the Tronconi Segarra & Associates Tax Department, held everyone's attention as he spoke about the different types of trusts, and … [Read more...] about Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You!