Contributor: Kate Rooney

Tax Alert- Tax-favored ways to build up a college fund

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage of tax benefits to minimize

READ MORE

Posted In: Alerts & Advisories

Client Perspective: How Edelstein Guided a Client Through a Firm Sale & Acquisition

Congratulations to our client who recently had the successful sale of their business. We are happy that their hard work paid off and we were able to be part of the process. Below are some

READ MORE

Posted In: News

2020-2021 Tax Planning Guide Released

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this

READ MORE

Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in

READ MORE

Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may

READ MORE

Posted In: Resources

529 Plan Fridays

In February, Tax Partner,  Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash

READ MORE

Posted In: Resources

Retirement and RMD Refresh

In times like these, it helps to refresh what we know on two important topics: retirement planning and Required Minimum Distributions (“RMDs”).  Recent legislative developments and the COVID-19 pandemic response have created opportunities with these

READ MORE

Posted In: Alerts & Advisories, Articles, Resources

529 Plan Fridays

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are

READ MORE

Posted In: Alerts & Advisories, Resources

529 Plan Fridays

Tax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to

READ MORE

Posted In: Alerts & Advisories, Resources

529 Plan Fridays

This week’s edition of 529 Plan Fridays will answer the question, “What are 529 Plan beneficiary rules?” Tax Partner, Kate Rooney has been sharing her expertise on 529 Plans by answering a related question on

READ MORE

Posted In: Resources