News & Resources

Federal Estate Taxes and Internal Revenue Code Section 6166 There are concerns that the federal estate tax exemption will be drastically reduced by President Biden and the new administration to levels as low as $3,500,000. ...

I am the Beneficiary of a Roth IRA. Now What Do I Do? Each year I receive a number of phone calls from clients who have been named as the beneficiary of a deceased loved one’s Roth IRA. A Roth IRA is a special type of IRA...

Federal Tax Changes for 2021 For the tax year 2021, some tax item limitations will remain unchanged and some tax item limitations will change.  The following are some of the most commonly used tax item limitations for 2021:...

SUCCESSION PLANNING FOR FAMILY BUSINESSES Family businesses make a huge impact on the economy in the United States.  Studies have shown that the number of family businesses owned by second generations and third generations...