We hope this Gift and Estate Tax Planning Alert finds you and your family doing well. Due to the recent…
On September 1st, 2020, John McGown gave a presentation to the Idaho Nonprofit Center’s Statewide Conference titled, “Planned Giving Charitable…
For real estate, the magic words are location, location, location. For estate and related tax planning, the magic words are…
I typically provide some reminders and tips relative to preparing and filing annual IRS Form 5500s around this time of…
The federal government continues to provide relief to benefit plans in an effort to provide flexibility in light of the…
On April 28, 2020, the IRS and the DOL jointly issued a final rule extending certain time frames applicable to…
An Advance Directive is a written plan that names your Health Care Agent and allows you to provide instructions for…
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is monumental legislation, in size, cost, and scope. Benefits to individuals…
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was enacted into law. This Client…
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- 01/23: Planning for the New Year
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