Tax Planning New Planning Opportunity for 529 Plans: Future Rollovers to Roth IRA Beginning in 2024, recent legislation (known as SECURE Act 2.0) will allow the beneficiary of…Rachel Barlow10.23.23
Estate PlanningTax Planning Sharing is Caring: How a Married Couple Can Save Estate Taxes With Portability Some duos were just made for each other – Simon and Garfunkel, Batman and Robin,…Rachel Barlow08.25.23
Estate PlanningTax Planning Estate Tax Returns: The Basics The federal government imposes a tax on the transfer of an individual’s wealth during lifetime…Rachel Barlow05.02.23
Estate PlanningTax Planning No Gift Tax on Direct Payment of Educational & Medical Expenses jacksonstr.com/cialis-4274.htmlIn October, we published a blog post about this year’s increase in the estate and…The Diamond Law Firm02.02.23
Estate PlanningTax Planning Substantial Increase to Federal Estate and Gift Tax Exemption for 2023 Every taxpayer has an exemption for gifts made during lifetime and from estate tax at…The Diamond Law Firm10.19.22
Estate PlanningTax Planning Major Tax Law Changes May Impact Clients with Retirement Accounts With the passage of the SECURE Act, the Diamond Law Firm recommends that clients with…Ben Diamond05.26.20
LegalTax Planning In-Depth Discussion Of The Relief To Taxpayers With Retirement Accounts Under The CARES Act Rachel Oliver of the Diamond Law Firm recently prepared a video for the Florida Bar’s…Rachel Barlow05.14.20
Estate PlanningLegalTax Planning Relief for Taxpayers with Retirement Accounts Under the CARES Act On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act")…Rachel Barlow04.29.20