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Looking Ahead in Human Resources for a New Year
By Rebecca Tipton, SHRM-SCP HR Advisory Services We are officially in the final days of 2023, which is historically a time for celebration! However, before you break out your noisemakers
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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 taking mandatory distributions from retirement
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Proposed Regulations Take Aim at Estate and Gift Basic Exclusion
Written by Dalton Bradshaw, CPA In 2017, the passage of the Tax Cuts and Jobs Act (TCJA) brought about numerous provisions aimed at benefiting taxpayers, including within the estate and
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