Newsletters/Client Alerts

Fall 2022 - This newsletter includes the following:

• Trusts & Estates

• Pros and Cons of Joint Ownership and Transfer on Death Designations of Bank and Brokerage Accounts
• Trust Decanting – Updating an Outdated Trust

• Pension

• Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contributions
• Recent Trends in Incentive Compensation Plans Equity Incentive Plans

• Corporate

• The Evolution of Selling Your Professional Practice to Private Equity

Spring 2022 - This newsletter includes the following:

• Client Alert

• Innovative New IRS Pre-Audit Program Allows Plan Sponsors to Identify and Fix Plan Defects, Potentially Avoiding Costly Penalties”

• Trusts & Estates

• Estate and Gift Tax Update

• Pension

• Recent Trends in Incentive Compensation Plans
• DOL IRS Proposes Comprehensive Overhaul of Required Minimum Distribution Rules, Incorporating SECURE Act -