Fall Newsletter 2022
Fall 2022 follow the link above to stay in touch and view our Fall 2022 Newsletter.
Tax Relief for Individuals Provided by the CAA, 2021
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 Newsletter 2020
Fall 2020 follow the link above to stay in touch and view our Fall 2020 Newsletter.
Tax Relief Provided by the C.A.R.E.S. Act
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 […]
Winter Newsletter 2020
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 […]
IRS Response to COVID-19 and the implications
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 […]
Attorney Weyer to Give Presentation on Estate Planning
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 […]
Summer Newsletter 2019
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.
Attorney Walter Cohen Profiled in Atlanta Jewish Times Article
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.
Opportunities and Challenges Presented by Post-2009 Roth IRA Rollovers
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 […]