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COVID-19

Charitable Giving Can Provide Greater Impact, Tax-Efficiency in 2021 by Eric P. Zeitlin

Posted November 10, 2021

Families rarely give to charity solely for a tax break, but it is not unreasonable to consider that charitable giving historically has played an important role in tax-efficient wealth and estate planning. Although fewer families have qualified to write off charitable gifts following tax reform enacted in 2017, some of the recent COVID-relief packages have […]

What to Do When Retiring in Times of Economic Uncertainty By Brendan T. Hayes

Posted February 24, 2021

The COVID-19 pandemic continues to leave an indelible mark on individuals and businesses across the globe, sustaining an extended period of economic uncertainty as we enter 2021. During these times, it is natural for soon-to-be retirees to become anxious and question whether they have prepared sufficiently for their golden years or if they should consider […]

401(k) Plan Sponsors Must Be Careful of Unintended Partial Plan Terminations By Olga Ismail

Posted November 11, 2020

Employee terminations and extended furloughs spurred by the COVID-19 health crisis are setting off a tsunami of partial 401(k) plan terminations that employers must be prepared to address, both administratively and financially. Failure to do so may jeopardize a plan’s tax- exempt status and expose the plan sponsors to substantial tax penalties and legal claims. […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

Posted August 27, 2020

The COVID-19 pandemic has upended the higher education plans for millions of college students who have opted to take a gap year or live at home while classes for the Fall semester move online. For many, those decisions will impact how they use funds accumulated in 529 college-savings plans. 529 plans provide families at all […]

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