by paulagooch | Feb 19, 2024 | Giesecke, gift and trust services, Silver Advantage Alerts, Tax Compliance, Tax Services
By Katy Giesecke, CPA – Partner, Kyle Dixon, CPA – Senior, Tax, Marco Loza, CPA – Manager, and Haley Mulcrone, Associate, Tax The lifetime estate and gift tax basic exclusions are set to undergo a significant reduction after 2025, a repercussion of the...
by paulagooch | Jan 30, 2024 | Giesecke, gift and trust services, Silver Advantage Alerts, Tax Compliance, Tax Services
By Katy Giesecke, CPA – Partner Illinois Estate Tax Illinois is one of the eleven states that impose an estate tax on a portion of a person’s assets upon death. The Illinois estate tax has a significantly lower exemption and broader reach than the federal estate tax...
by paulagooch | May 8, 2023 | gift and trust services, https://michaelsilver.com/compensation-and-benefit-planning/, Kaplan, NEWS & INFORMATION
Listen to the podcast: https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/03/22/highlighting-the-key-changes-in-secure-act-2-0-with-laurie-kaplan-ep-16/ and Back to News and...
by Jay Javier | Feb 18, 2020 | Employee benefit plans, gift and trust services, Silver Advantage Alerts
The SECURE Act was signed into law by President Trump on December 20, 2019. The bill was created to help Americans save for retirement. The following are key provisions related to retirement planning. Elimination of the Maximum Age for Contributions to Traditional...
by Jay Javier | Jun 11, 2018 | gift and trust services, Silver Advantage Alerts
Your loved one has passed and you are the executor and/or trustee. Suddenly you’re confronted with a set of unfamiliar responsibilities at what is already a difficult time in your life. You will find that there are many helpful people to guide you through this...
