Visit our new Inflation Reduction Act Resource Center to find answers to your questions about this landmark clean energy legislation.
Learn MoreCreating strategies for both estate and business succession planning is equally important. On the business side, it’s not just about preparing for your retirement but also about preparing for unexpected events. Either way, proper planning identifies which position you want to replace, potential...
Read MoreWe’ll discuss sales to defective grantor trusts, insurance trusts, charitable trusts and Grantor Retained Annuity Trusts.
Read MoreGain a general understanding of the current estate and gift planning landscape.
Read MoreThe SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 significantly changed the landscape of retirement savings for many individuals. Of the key areas the Act targets to help Americans prepare for retirement, many impact a common savings vehicle: Individual Retirement...
Read MoreFor the first hour of this session, we will update attendees on pending changes in the estate tax regime and discuss attractive planning strategies heading into year-end. Stay tuned for the session’s last half hour where we’ll recap IRA and qualified plan rules under the SECURE Act and pending legislation (like the Build Back Better Act), as well as discuss related effective planning strategies.
Read MoreThe first two parts of this series on advanced 529 plan strategies focused on shorter term strategies to maximize the tax efficiency of these accounts. The third strategy is focused on long-term tax efficiency by passing down 529 plan assets to your heirs. The beauty of 529 plans is that they...
Read MoreIn Part 1 of this series on advanced 529 plan strategies, we discussed creating a state tax deduction for private elementary and secondary school tuition under the new tax law for 2018. This change in the tax code is also the driving force behind strategy number two. To recap, in 2017 and prior...
Read MoreNow that the holiday season is behind us, it’s time to make some progress on those New Year’s resolutions to improve your control over your personal finances. This article is the first in a three part series focused on saving for college through 529 plans. Most are familiar with these tax-favored...
Read MoreThe SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 was signed by President Trump on December 20, 2019, and makes significant changes to the retirement landscape. The SECURE Act aims to help Americans more effectively prepare for retirement and maximize their savings....
Read MoreCohen & Company is proud to announce Scott Swain has joined the firm as a partner in the tax and family wealth areas. He joins the firm’s growing group dedicated to working with high-net-worth individuals and their families on complex tax and wealth planning issues. Swain has more than 25 years...
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