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Congress Takes the Stretch Out of IRAs (and Other Retirement Assets)

USA - January 6 2020 Recent changes in the tax law make 2020 an ideal time to review the beneficiary designations on your retirement accounts. In particular, if you have…

Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke, Sarah J. Racicot.

Updated: Year-End Charitable Giving Ideas: IRA Rollovers and “Bunching” Charitable Deductions

USA - November 28 2018 Recent tax law changes amplify the benefits of two different charitable giving ideas: (1) "bunching" charitable giving to maximize deductions and (2)…

Beth Shapiro Kaufman, Megan E. Wernke, William D. Fournier.

2018 Ushers In New Estate Planning Opportunities and Pitfalls

USA - January 18 2018 On December 22, 2017, President Trump signed into law the most sweeping tax reform bill in over 30 years (the "2017 Tax Act" or the "Act"). For…

Anne J. O'Brien, Beth Shapiro Kaufman, Megan E. Wernke.