The SECURE Act FINAL Regulations: Post-mortem IRA Distributions

Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service

Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered

Planning Now for the 2026 Cliff

The Four Paths to Portability

Estate Planning for IRAs in a Second Marriage

How Sales to Grantor Trusts Can Benefit Your Clients in 2024

President Biden’s 2025 Green Book Income Tax Revenue Proposals

President Biden’s 2025 Green Book Estate Tax Revenue Proposals

Managing Capital Gains Tax in 2024 and Beyond