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News & Resources

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Congress eyes further retirement savings enhancements

April 22, 2022
In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant legislation related to retirement savings since 2006 — became law. Now Congress...
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The IRS again eases Schedules K-2 and K-3 filing requirements for 2021

April 14, 2022
The IRS has announced additional relief for pass-through entities required to file two new tax forms — Schedules K-2 and K-3 — for the 2021 tax year. Certain domestic partnerships and...
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Careful planning required for beneficiaries to borrow from a trust

April 7, 2022
Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable terms — while potentially reducing gift and estate taxes. But what about families that lack...
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Making withdrawals from your closely held corporation that aren’t taxed as dividends

April 2, 2022
Do you want to withdraw cash from your closely held corporation at a minimum tax cost? The simplest way is to distribute cash as a dividend. However, a dividend distribution...
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Making withdrawals from your closely held corporation that aren’t taxed as dividends

April 2, 2022
Do you want to withdraw cash from your closely held corporation at a minimum tax cost? The simplest way is to distribute cash as a dividend. However, a dividend distribution...

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