Achieving Results, Exceeding Expectations

YEAR END ESTATE TAX PLANNING IN 2020

IDEAS FOR THESE TRANSITIONAL TIMES As tax lawyers and estate planners, we see that there is a lot of uncertainty and speculation in the marketplace about what the estate and gift tax system will look… Read More >

The SECURE Act Makes Stretch IRAs Less Flexible

By Jeffrey D. Moss, Esq. On December 20, 2019, while you were finishing your holiday shopping, Congress passed the Setting Every Community Up For Retirement Enhancement (SECURE) Act of 2019.  The SECURE Act became effective… Read More >

IRS Changes Access to Transcripts to Fend Off Cybercriminals

By Jeffrey D. Moss & Essence Patterson Accountants and attorneys aren’t the only people who use tax transcripts. There are a variety of non-tax purposes for transcripts, such as: verifying income for home mortgages; obtaining… Read More >