Individual
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...

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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...

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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...

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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...

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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....

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2020 Inflation Adjustments Impacting Individual Taxpayers

2019 Inflation Adjustment Amounts

By: Mark G. Kmiecik On November 15, 2018, the IRS released the 2019 inflation adjustments for several tax provisions in Rev. Proc. 2019-57. The adjustments apply to tax years beginning in 2019 and transactions or events occurring during the 2019 calendar year. With respect to estates and trusts, below are select key provisions and amounts for the...

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Tax Reform: Key Planning Perspectives for Individuals and Businesses

Tax Reform: Key Planning Perspectives for Individuals and Businesses

By Ann M. Rieger & Mark J. Andres Tax season is upon us. Individuals and businesses are collecting year-end tax statements and have begun the task of completing 2017 income tax returns. These returns will be filed under the “old” rules which predate the adoption of the Tax Cuts and Jobs Act that was passed by Congress and signed by President...

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