The new 529 rollover to Roth IRA
Under SECURE 2.0, it will soon be possible to perform a rollover from a 529 educational savings plan to a...
Under SECURE 2.0, it will soon be possible to perform a rollover from a 529 educational savings plan to a...
The IRS on Wednesday issued Notice 2023-42, which grants penalty relief for corporations that did not pay estimated tax in connection...
10. What type of planning should there be for an illiquid estate? (more…)
9. What is the potential impact of divorce on a trust created for the benefit of a spouse? (more…)
8. How might the flexibility of irrevocable grantor trusts factor into planning? (more…)