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Reforms to the Tax Code That Affect Retirement and Estate Planning

Reforms to the Tax Code That Affect Retirement and Estate Planning

by Michelle Seiersen-Pyatt | Apr 20, 2023

A number of tax provisions have been incorporated into the Inflation Reduction Act (IRA) which went into effect in August 2022, along with the SECURE 2.0 Act which went into effect in December 2022. Lower-income household tax code changes will automatically take...
The Impact of Tax Law Changes on Estate Planning

The Impact of Tax Law Changes on Estate Planning

by Michelle Seiersen-Pyatt | Sep 15, 2022

Due to changes in tax law on the verge of becoming law, more commonwealth transfer strategies may have significant impacts. While it is too early to know what will become law, the House Ways & Means Committee tax plan draft indicates that change is coming soon....
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