We hope that you are having a great start to the new year and keeping yourself, your loved ones, and your community safe from COVID-19 (commonly referred to as the Coronavirus). As we approach the upcoming tax season, you may be wondering about some of the recent changes in the tax law designed to give […]
Fall 2020 follow the link above to stay in touch and view our Fall 2020 Newsletter.
We hope that you are keeping yourself, your loved ones, and your community safe from COVID-19 (commonly referred to as the Coronavirus). Along with those paramount health concerns, you may be wondering about some of the recent tax changes designed to help everyone coping with the Coronavirus fallout. In addition to the summary of IRS […]
Passage of SECURE Act expected Estate planners have been watching Congress closely, waiting to see what will happen with the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The legislation, designed to boost Americans’ retirement savings, has implications for individual savers and for those planning to pass an inheritance to the next generation. The SECURE Act passed the House […]
Right now, your highest priority is the health of those you love and yourself. But if you have time to read about some non-medical, but important matters related to the health crisis, here is a summary of IRS action already taken and federal tax legislation already enacted to ease tax compliance burdens and economic pain […]
Cohen & Caproni attorney Stephen Weyer will give a presentation, “Estate Planning is for Everybody,” on Sunday, August 18, 2019, at 9:30 a.m. at the Catholic Shrine of the Immaculate Conception located at 48 Martin Luther King, Jr. Drive, SW, Atlanta, 30303. Stephen Weyer, an estate-planning attorney and a parishioner at Our Lady of Lourdes […]
Cohen and Caproni’s Summer 2019 Newsletter, “Legal Matters”, has been published. Click here for articles on: – creating an IRA inheritance trust; – nursing home closures; – locating a date of death; – land trusts; – protecting children with special needs; and – estate planning for childless couples.
The Atlanta Jewish Times recently published a profile of Cohen & Caproni partner and co-founder Walter N. Cohen. The article highlighted Walter’s connections to the Sandy Springs as well as his extensive experience in the field of estate planning. Click here to read the article.
Prior to 2010, only taxpayers with modified adjusted gross income (MAGI) of $100,000 or less could convert amounts in a traditional IRA (or qualified plan) to amounts in a Roth IRA (and married persons filing separately can’t make such rollovers at all). However, for tax years beginning after 2009, the $100,000 modified AGI limit on […]
A typical estate plan includes a will, a financial power of attorney, and an advance directive for health care. Other tools are often used, such as trusts and gifts, to shelter assets from waste and taxes. BACKGROUND Uncertainty has been the catchword in 2010 to describe the state of tax laws governing gifts and estates. […]
