Individual
IRS Clarifies Stimulus Checks Sent to Deceased Taxpayers Must Be Returned

IRS Clarifies Stimulus Checks Sent to Deceased Taxpayers Must Be Returned

  By: Jacqueline L. Messler The Coronavirus Aid, Relief and Economic Security (CARES) Act, signed into law March 27, made cash rebates of up to $1,200 available to 150 million Americans. Shortly after the IRS started sending payments, there were stories of payments being made to deceased taxpayers. Specifically, checks were made payable to...

read more

FFCRA Regulations

By: Abby S. Busler, Laurie E. Meyer, and James M. Kalny On April 1, 2020, the Department of Labor (DOL) issued its interim regulations in connection with the Families First Coronavirus Response Act (FFCRA), as title 29 of the Code of Federal Regulations part 826. The regulations are preceded by 82 pages of guidance. The following highlights the...

read more

CARES Act: Historic Senate Legislation to Provide Individuals with Personal Tax Rebates Among Other Tax Advantages (Updated March 27, 2020)

By: Ann M. Rieger On Friday, March 27th, the House of Representative approved the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The Act, which is designed to provide economic relief as the United States adapts to the outbreak of COVID-19, had previously been approved by the Senate in the late hours of March 25th, by a rare...

read more
SECURE Act Seminar Series – Canceled

SECURE Act Seminar Series – Canceled

Canceled: Strategies to Maximize Benefits Received From Your Retirement Savings Under the Newly Enacted SECURE Act You’ve worked for years to save for retirement.  Knowing how to best position withdrawals from your retirement accounts for you and your beneficiaries is equally critical. The recently enacted SECURE Act greatly impacts qualified...

read more
2020 Inflation Adjustments Impacting Individual Taxpayers

2020 Inflation Adjustments Impacting Individual Taxpayers

By: Mark G. Kmiecik Last month, the IRS released the 2020 inflation adjustments for several tax provisions in Rev. Proc. 2019-44. The adjustments apply to tax years beginning in 2020 and transactions or events occurring during the 2020 calendar year. A select group of key provisions relative to trusts and estates are identified below. Income Tax...

read more
Stage Is Set for Significant Retirement Bill to Pass by Year End (SECURE Act)

Stage Is Set for Significant Retirement Bill to Pass by Year End (SECURE Act)

By: Ann M. Rieger For several months, attorneys and tax practitioners have been following the so-called “SECURE” Act,[1] which will greatly impact qualified retirement plans and individual retirement accounts (IRAs).  While the Act passed the House of Representatives by a margin of 417 to 3 in May of this year, similar legislation stalled in the...

read more
Estate Planning For Your Pets

Estate Planning For Your Pets

By: Jacqueline L. Messler Do you have a friend or family member who is that pet owner? Expensive toys. Over the top sweaters.  Facebook or Instagram account filled solely with pet pictures. Maybe you are that pet owner if you are reading this article. It’s ok. I have a professional reason to care about estate planning for your pets, and a...

read more
Stage Is Set for Significant Retirement Bill to Pass by Year End (SECURE Act)

Step-by-Step Estate Planning II – State Bar of Wisconsin Seminar Series

Ann Rieger of Davis|Kuelthau’s corporate, health care, non-profit organizations, tax, and trusts, estates and succession planning teams will be presenting, Gifting Techniques Using Trusts and The Use of Family Limited Partnerships/LLCs in Estate Planning at the State Bar of Wisconsin’s Step-by-Step Estate Planning Series II on February 28, 2019....

read more