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Tag: Estate and Tax Planning

When Client Relationships Don’t End Amicably

By Dan Davidson The CPA Journal December 2020/January 2021 Edition It is never pleasant when a client relationship ends on less than amicable terms. This is especially true when the relationship’s demise leads to litigation. A contract dispute that was recently litigated in bankruptcy court [In re Kent, 615 B.R. 171

Two Georgetown Law School Students Complete Their K&F Externships

This Fall, K&F hosted two students completing Georgetown Law School’s LLM program in tax law.  Sarah McIntosh and Sadi Moradi joined us as externs while they studied post-graduate level tax law at Georgetown.  Ms. McIntosh expects to earn her LLM this Spring and has previously interned at the Office of

Deposit Insurance Offers a Safe Haven

By Sidney Kess and Julie Welch The CPA Journal June 2020 Good times or bad, it is vital for investors to hold cash reserves. Federal deposit insurance provides an extra layer of comfort, so it is vital for CPA advisors to know the rules and be able to explain them. The

First Look At The CARES Act’s Provisions For Tax Relief

By Sidney Kess The CPA Journal April 2020 The Coronavirus Aid, Relief, and Economic Security (CARES) Act (H.R. 748), signed into law on March 27, 2020, is a $2.2 trillion package enacted to help individuals and businesses get through the health and economic crisis triggered by the coronavirus pandemic. The act

Tax Updates Related To The Coronavirus

By Sidney Kess The CPA Journal April 2020 The coronavirus (COVID-19) pandemic has not only upended the economy; it has also been the catalyst for several tax changes. The Families First Coronavirus Response Act (H.R. 6201), which was signed into law on March 18, 2020, creates new paid leave payments for

Tactics For Stretching Retirement Assets Under The SECURE Act

By Sidney Kess and Julie Welch The CPA Journal April 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Trump on December 20, 2019, as part of funding legislation for the federal government, has many provisions relating to financial planning, especially retirement planning with

Tactics for Stretching Retirement Assets under the SECURE Act

By Sidney Kess and Julie Welch The CPA Journal April 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act has many provisions relating to financial planning, especially retirement planning with IRAs and employer-sponsored plans. Among the provisions attracting the most attention is the curtailing of “stretched” inherited retirement assets.

Financial Planning Focus On Dividends

By Sidney Kess and Julie Welch The CPA Journal February 2020 With stocks at or near record levels, prudent financial planning might call for taking defensive measures. One strategy could be to focus on dividend-paying stocks. Companies that make enough money to distribute some to shareholders tend to be financially strong,