Our Thoughts On

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Are Your Digital Assets Lost Forever?

If you are not careful with your estate plan, your digital assets may be stuck…

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Estates and Trusts Tax Update - November 2021

The Schneider Downs team of estate planning professionals provide an estates and trusts tax update…

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2021 Retirement Plan Limitations

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will…

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2020 Election from a Tax Perspective

With the presidential election about two weeks away, we wanted to highlight President Trump and…

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IRS Issues Final Regulations for Non-Grantor Trust Deductions

The IRS has issued final regulations on the deductions available to estates and non-grantor trusts.Under…

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Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

By David Brinkman, CFA, CPA, CFP®, CPFAWhen working with individuals and families that are on…

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IRS Extends 2020 Rollover Period and Other Deadlines for Retirement Account RMDs

In March, the CARES Act provided taxpayers opportunity to skip this year’s (2020) required minimum…

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IRS Audit Campaign: Examinations to begin on Hundreds of High-Wealth Individuals

The Internal Revenue Service (IRS) announced in June a renewed focus on auditing high net-worth…

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Use It or Lose It…Maybe: Gift Planning Considerations in an Unpredictable Election Year

In a year rife with a global pandemic, intense social justice movements, tempestuous markets and…

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Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who…

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