by Daniel Harris | Oct 5, 2020 | Blog, Corporate Law
Congratulations! You successfully navigated the Paycheck Protection Program (PPP) loan application process and you were awarded a loan from the SBA. You have spent all the funds in accordance with your advisor’s recommendations and your business’ needs. Now you...
by Daniel Harris | Jan 17, 2020 | Blog
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) into law. This drastically changes the landscape for inherited IRAs and provides several other changes to current law. IRA...
by Daniel Harris | Jul 22, 2019 | Blog, Estate Planning & Probate
Is that irrevocable trust you created, or somebody created for your benefit, really set in stone? Prior to 2007, the answer would mostly be yes, but between 2007 and now, the answer became more complex. Modifications without going to court are now more easily done,...
by Daniel Harris | Apr 19, 2018 | Blog, Estate Planning & Probate, Tax Advice & Controversy
Congress recently passed the Tax Cut and Jobs Act (“TCJA”) earlier this year, the largest revision to the tax code in thirty (30) years. Among the many changes are significant increases in the Estate, Gift, and Generation-Skipping Transfer (GST) tax exclusion...
by Daniel Harris | Sep 2, 2015 | Blog, Estate Planning & Probate
With summer having just ended, now is the time to discuss the importance of saving for retirement with your children and grandchildren. Many parents and grandparents will have wanted their children and grandchildren to work over the summer so that they appreciate the...
