Republicans in the U.S. House of Representatives Budget Committee recently circulated a draft list of policy options, some of which…
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…
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…
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…
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…
Corporate Transparency Act — Beneficial Ownership Information Reporting
The Corporate Transparency Act (“CTA”) was enacted January 1, 2021, as part of the National Defense Authorization Act, representing the…
