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2 Options for Families with Disabled Loved Ones: ABLE Accounts and SNTs

Jennifer McGheeDecember 17, 2020estate planning, Supplemental Security Income, SSI, special needs trust, SNT, ABLE, Achieving a Better Life Experience, qualified disability expenseComment

Q&A of the Week December 16, 2020

Question Of The WeekAbby EllisDecember 16, 2020gundlingcpa, taxesComment

Avoid These Four Estate Planning Transgressions

Jennifer McGheeDecember 7, 2020estate planning, estate plan, beneficiary, living trust, tax liabilityComment

Potential Tax Changes with President Elect Biden

Jennifer McGheeDecember 4, 2020tax changes, Biden, tax planning, tax rates, social security, tax-loss harvesting, capital gain, estate planning, Estate and Gift Tax, Earned Income Tax Credit, EITCComment

Q&A of the Week December 2, 2020

Question Of The WeekAbby EllisDecember 2, 2020gundlingcpa, charitable contributionComment

The Importance of S Corporation Basis and Distribution Elections

Jennifer McGheeNovember 30, 2020S corporation, C corporation, basis, distribution electionComment

Only Specific Trusts are Eligible to Hold S Corporation Stock

Jennifer McGheeNovember 27, 2020S corporation, estate planning, estate plan, trusts, grantor trust, testamentary trust, QSST, ESBTComment

Q&A of the Week November 25, 2020

Question Of The WeekAbby EllisNovember 25, 2020gundlingcpa, businessComment

Taking Distributions From a Traditional IRA

Jennifer McGheeNovember 25, 2020traditional IRA, IRA distribution, IRA, RMD, Roth IRAComment

Name the Right Person as Executor to Help Ensure Your Planning Objectives are Carried Through

Jennifer McGheeNovember 23, 2020executor, estate planning, assets, beneficiaries Comment