Topics: Retirement Planning
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Kwong v. United States: A Potentially Significant Expansion of COVID-Era Tax Deadline Relief
Key takeaways In a closely watched November 2025 decision, the U.S. Court of Federal Claims concluded that certain federal tax deadlines may have been…
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Tax Talk – Trump Accounts – The IRA For Kids
If you have any questions or need assistance navigating these updates, please do not hesitate to reach out to your trusted advisor at…
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The One Big Beautiful Bill Act: Reshaping U.S. Energy Project Development
The One Big Beautiful Bill Act: Reshaping U.S. Energy Project Development The passage of the One Big Beautiful Bill Act (OBBBA) marks a pivotal…
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Considerations for Required Minimum Distributions
More than half of Americans have retirement accounts such as 401(k) or traditional IRAs, but many aren’t aware of the Required Minimum Distribution (RMD)…
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529 Plan Conversion to Roth IRA
Historically, 529 plans – a tax advantaged education savings account – were considered a restrictive planning tool, limiting account holders to one of two…
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Business Succession Shake Up: Connelly v. United States
Recently the Supreme Court unanimously held that the proceeds from life insurance policies taken out by shareholder’s stock are a corporate asset for federal…
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Stock or Asset Purchase: Which is Right for You?
When determining the type of transaction, factors such as tax implications and potential liabilities are the foremost considerations. An asset sale involves acquiring specific…
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Year End is Quickly Approaching… Are you Prepared?
Fall is here. The trees are changing colors. Now is the perfect time to start working on your year-end tax planning. We have put…
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A New Normal: Tax Implications of Employees Working From Home in Ohio
A NEW NORMAL: TAX IMPLICATIONS OF EMPLOYEES WORKING FROM HOME IN OHIO During these uncertain times businesses have been forced to evolve to survive.…
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Tax Planning Alert: Having too Many Losses will Hurt You
The 2017 Tax Cuts and Jobs Act made several very significant changes. One of the strangest is that a taxpayer can deduct no more…