Britany Morrison

Tax and Wealth Advisor Alert: Not Feeling so SECURE Part II: How the New SECURE Act May Affect Your Retirement and Your Tax Situation

The “Setting Every Community Up for Retirement Enhancement” Act (the SECURE Act), signed into law by President Trump on December…

5 years ago

Tax and Wealth Advisor Alert: ‘Tis The Season for Charitable Giving and Tax Deductions

As we enter the holiday season and focus on what we are most thankful for, many of us will begin…

5 years ago

Tax and Wealth Advisor Alert: Proposed Bipartisan Bill to Expand Research and Development Tax Credit

Late July, Senator Maggie Hassan (D-NH), a member of the Senate Finance Committee, and Senator Thom Tillis (R-NC) introduced the…

5 years ago

Tax and Wealth Advisor Alert: Time to Act on Act 368: Wisconsin Pass-Through Entity-Level Tax Election

In December of 2018, Wisconsin enacted tax legislation—Wisconsin Act 368—that specifically impacted LLCs, S-Corps, and partnerships (“pass-through entities”). The Act…

5 years ago

IRS Unveils Significant Virtual Currency Taxation Enforcement Initiative

The Internal Revenue Service (IRS) recently announced that, by the end of August 2019, more than 10,000 taxpayers would receive…

5 years ago

Tax and Wealth Advisor Alert: Not Feeling so SECURE: Proposed Law Could be Costly for Non-Spouse IRA Beneficiaries

On May 23, 2019, the House overwhelmingly voted (417-3) to approve the SECURE (Setting Every Community Up for Retirement Enhancement)…

5 years ago