Do you wish to receive an income tax deduction for charitable gifts otherwise “capped” by percentage limitations of adjusted gross income (AGI)? Do you have assets that provide a high cash yield and income taxed at the highest federal and state rates?
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate and House of Representatives overwhelmingly passed the bill. This represents the most impactful retirement plan legislation since the passage of the Pension Protection Act of 2006.
Driving to work one day, in 2017, I realized I was about to turn 50. At that point, I quickly grasped how much I have not experienced yet. I decided to change that.
The Charles Dickens classic “A Christmas Carol” is a story we’re all likely familiar with. It is the story of Ebenezer Scrooge, a miser who is visited on Christmas Eve by the ghost of his former business partner Jacob Marley, and the spirits of Christmas Past, Christmas Present, and Christmas Future. Whether you saw the Disney version as a child with Scrooge McDuck playing Ebenezer Scrooge and Goofy playing Jacob Marley, or perhaps a live theater re-enactment, the story should bring back memories.
The future of luxury travel is constantly evolving as new technology impacts our entire experience. People now have more options than ever before on where they can go, how they can travel, and what they can do once they arrive. This article takes a look at the most luxurious and technologically advanced travel destinations and experiences.
A safe harbor is a provision in law that provides protection from liability under specific situations or if certain conditions are met. In an effort to encourage companies to offer retirement plans to their employees, the Internal Revenue Service (IRS) and Department of Labor (DOL) offer a number of safe harbor provisions to protect plan sponsors.