Family Wealth and Estate Planning Articles
Posted by D’Marie Murray on March 09, 2017
Did you know that, once you turn age 70½, you must start taking mandatory annual withdrawals from your traditional IRAs, including any simplified employee pension (SEP) accounts and SIMPLE IRAs that you set up as a small business owner?
Posted by Dale Demyanick on March 06, 2017
An effective way to reduce estate taxes is to limit the amount of appreciation in your estate — and your company may provide just the ticket for doing so.
Posted by Robert Ingrasci on January 17, 2017
An estate tax closing letter (Letter 627) is used to indicate that the IRS has accepted a filing and that federal tax liabilities on an estate return have been satisfied. Read how IRS Notice 2017-12 clarifies which documents may be used to signify the closing of an estate.