The government giveth, and the government taketh away. And so it is with the Stretch IRA. For years, the stretch IRA has been a...
The times they are a-changin’. It was true when Bob Dylan wrote those words more than 55 years ago, and it’s just as true...
Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...
By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments
Introduction: Over the past several decades...
Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed. Elizabeth Warren calls her version Accountable Capitalism. Marco Rubio...
When the 2017 Tax Cuts and
Jobs Act (TCJA) was passed it changed the rules about deductions for charitable
giving. Under current law the only way...