Update on Post-Death Distributions from Inherited IRAs and Retirement Plans
By Ashley G. White, JD, CPA The SECURE Act of 2019 was signed into law late in 2019 and largely overhauled the existing rules regarding…
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Dec 13, 2022
News
Category: Estate & Trust Planning
Jan 25, 2022
Potential Tax Benefits of Distributions in Early 2022 for Trusts and Estates
By Dalton Bradshaw, CPA As the 2022 filing season quickly approaches, taxpayers may be considering options to reduce their upcoming tax liabilities. Due to the…
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Oct 20, 2021
Alabama Qualified Dispositions in Trust (QDIT) Act
By: Dalton Bradshaw, CPA When considering asset protection from creditors, most individuals and advisors immediately think of assets being hidden away in foreign accounts by…
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Jul 13, 2021
The Treasury’s Green Book and its Impact on Estate Planning
In late May of 2021, the Treasury Department issued the “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals,” (the “Proposal”) also known as…
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Dec 30, 2019
New Legislation That May Impact Your 2019 Year-End Tax Planning
In the days before going on recess for the holidays, Congress pushed through significant tax legislation as part of the year-end spending bill. As you…
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Mar 04, 2019
Cherion Sibley, CPA, CFP® Named an Accredited Estate Planner® Designee
BMSS Member Cherion Sibley is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). Read…
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