Recent Insights
Article
January 9, 2023
SECURE Act 2.0 covers changes to retirement provisions designed to increase retirement savings. In this summary, we highlight key provisions that will take effect in 2023 & 2024.
14:09
Speakers: Michael G. Kirkman, Deborah Walker
Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.
Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.
08:29
Speakers: Michael G. Kirkman, Michael B. Vidal
Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.
Article
August 12, 2021
With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.
Article
July 13, 2021
Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.
26:29
Speakers: Brooks E. Nelson, Sarah McGregor, Christopher J. Truitt, Barry Weins
Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Contact us for guidance on SPACs transactions.
41:35
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins
Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.
Article
April 1, 2021
Find out more on the separation from service rule and the 10 percent tax penalty and learn how to protect your retirement savings from penalties.
Webinar Recording
January 12, 2021
Watch our webinar on exit planning and learn about insider transfers including steps to take before you plan, guiding principles to success, and more.