News and Commentary

Are More Changes Ahead for Retirement Savings? By Brendan T. Hayes

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Posted on August 03, 2022 by Brendan Hayes

Since Congress first passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019, it has been working on a secondary package of regulations to further expand taxpayers’ access to workplace retirement plans and improve their financial security during their golden years. The proposed regulations, commonly referred to as Secure Act 2.0, […]

Selling a Business Requires Estate-Tax Planning By Eric P. Zeitlin

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Posted on July 28, 2022 by Eric Zeitlin

Selling a company you put your heart and soul into building can provide significant rewards, including financial security for the remainder of your lifetime and potentially your heirs. Nevertheless, achieving that aim and reaping the full potential of the proceeds from a business sale requires careful reviews of where your business currently fits within your […]

Widows, Widowers Receive More Time to Elect Portability of Deceased Spouse’s Unused Estate Tax Exemptions By Robert Mark Weiss, CFA

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Posted on July 20, 2022 by Robert Weiss

Under new guidance from the IRS, widows and widowers who missed the deadline to claim a deceased spouse’s unused estate and lifetime gift tax exemptions as their own may have up to five years to make this portability election and shield more of their wealth from future tax liabilities. Understanding Portability U.S. tax laws provide […]

2022 Mid-Year Outlook By Joseph Karl, CFA®

Posted on July 11, 2022

At the start the year, the U.S. economy appeared to be in great shape, having demonstrated significant recovery from the pandemic. Unemployment was down, wages were growing, and the U.S. stock market reached an all-time high on January 3rd. But today, six months later, a whole new set of challenges exist. Inflation has remained persistent […]

Upcoming Deadline, New Audit Requirements for Certain Employer Benefit Plan Sponsors By Olga Ismail

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Posted on July 05, 2022 by Olga Ismail

Businesses that offer their workers access to 401(k) retirement plans and similar defined-contribution plans have a July 31, 2022, deadline to file IRS Form 5500, reporting the details of their plan’s financial assets, its sources of funding, administrative expenses, number of active participants and benefits paid out to participants. Smaller plans with fewer than 100 […]

Provenance Wealth Advisors Ranked As Accounting Today’s Top Firms by AUM Wealth Magnets

Posted on June 28, 2022

FT. LAUDERDALE, FL, June 28, 2022 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $4.2 billion in assets under […]

What is a Spousal Lifetime Access Trust? By Lee F. Hediger

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Posted on June 22, 2022 by Lee Hediger

One of the basic principles behind proper estate planning is to help ensure decedents’ hard-earned wealth passes to their heirs in the most tax-efficient manner, which often means minimizing exposure to federal estate and gift taxes. While there are a variety of trust vehicles and other strategies individuals may use to achieve this goal, a […]

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