skip to Main Content

New Danger When Doing IRA Rollovers

There’s now a big danger if you’re rolling money over from one IRA into another IRA, as a result of a decision from the US Tax Court. Under feferal law, you can only do one IRA-to-IRA rollover per year. If…

Read more

Estate Planning | Asset Protection

When you lose a loved one, you want to know that his or her estate will be handled respectfully and in a manner in which your family member requested. Estate Planning and Asset Protection involves the careful use of Wills,…

Read more

American Taxpayer Relief Act of 2012

As you probably know, Congress passed at the 11th hour the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013. The 2012 Tax Act makes several important revisions to…

Read more
Back To Top