Newsletters/Client Alerts

Fall 2019 - This newsletter includes the following:

• Trusts and Estates

• Succession Planning for Business Owners

• Corporate

• Private Equity: An additional option to exit your professional practice

• Pension

• Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contributions
• Required Restatement of All Qualified Defined Benefit and Cash Balance Plans

Spring 2019 - This newsletter includes the following:

• Trusts and Estates

• Spousal Limited Access Trusts – Having your Cake and Eating it too

• Corporate

• HHS Announces New Value-Based Primary Care Payment Model For Smaller Practices

• Pension

• Welcome Expansion of IRS Retirement Plans Correction Program

• Tax

• Opportunity Zone Investments Provide Potentially Attractive Tax Benefits