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Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944.  #TuesdayTip

Do you know what the highest federal income tax rate was? Be sure to check back next week to see if you are correct. #TuesdayTip

Now might be the best time to make some low basis transfers while the market is still on the rise.  #TuesdayTip

Have you checked to see what effect the SECURE Act has on the inheritance of your IRA?  #TuesdayTip

In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate planning documents up to date, especially now. Check out the link below for the article! https://www.fiduciarytrust.com/insights/commentary?commentaryPath=templatedata/gw-content/commentary/data/en-us/en-us-ftci/trust-estate/peace-of-mind-essential-steps-for-taking-care-of-family&commentaryType=TRUST%20&%20ESTATE%20PLANNING

Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of your AGI if you are at least 59 1/2 and you make it from your IRA in 2020. Talk to your tax advisor.  #TuesdayTip

Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your Estate Planning documents?   #TuesdayTip

Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were evacuated from our office for four months. Through necessity, we worked remotely. Our ability to complete our tasks for our clients was amazing. Many of our clients are asking what we are doing during the […]

Do you know what the SECURE Act is? The President signed it in late December.   #TuesdayTip

Did you know that requirements for distribution of IRAs now starts at age 72?   #TuesdayTip