This 12 months has introduced a number of attention-grabbing adjustments and necessary proposals that may have an effect on many property plans. We have now held seminars protecting two main points:
the IRS Proposed Rules affecting certified retirement plans and IRAs; and
the Administration’s proposed adjustments to the Federal Estate and Present Taxes.
When you didn’t attend these seminars, you might entry and watch them by the hyperlinks under.
The IRS’ Proposed Rules: Necessary Distributions from IRAs and Retirement Accounts
Earlier this 12 months, I hosted a seminar on the Inner Income Service’s (IRS) proposed laws that make clear and revise a few of the required minimal distribution (RMD) guidelines for certified plans (i.e., 401ks, 403bs, and many others.) and particular person retirement accounts (IRAs). The proposed laws include potential adjustments for each partner and non-spouse beneficiaries.
This seminar could also be accessed and seen by THIS LINK.
The Administration’s Proposed Changes to the Federal Estate and Present Taxes
In March 2022, the Administration proposed vital adjustments to the federal property and present taxes, in addition to adjustments to the premise carry-over and foundation step-up guidelines. These adjustments would have a considerable impression on many estates.
You’ll be able to entry and watch this seminar by THIS LINK.