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Communication

Communication Tax

My CPA says, ‘extend.’What does that mean to me?

*The federal filing deadline for 2024 individual returns will be April 15, 2025. The extension deadline for those returns is…

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Communication News Tax

House Republicans Float Long List of Potential Tax Measures

Republicans in the U.S. House of Representatives Budget Committee recently circulated a draft list of policy options, some of which…

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Communication Featured News Nonprofit Team Thoughts

Navigating Federal Funding Freeze Uncertainty: What Organizations Need to Know and Do

In an unprecedented move, the Office of Management and Budget (OMB) issued Memorandum M-25-13 on January 27, 2025, implementing a temporary pause…

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Communication Private Client Services Team Thoughts

Required Minimum Distributions (“RMD”) for IRAs inherited in 2020-2024

We finally have long-awaited clarification on the requirement to withdraw minimum distributions from an inherited IRA as a follow-up to…

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Communication Private Client Services Team Thoughts

Stretching Your Inherited IRA: Maximize Your Benefits

You are probably used to hearing us tell you that deferring payment of your taxes is always the best option…

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Communication Private Client Services Team Thoughts

The ABCs of inherited IRAs

of Inherited IRAs What You Need to Know You’ve found out that you are inheriting an IRA or retirement account from a…

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