Contributor: Kate Rooney

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

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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

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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

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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

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Posted In: Resources

529 Plan Fridays

Last week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about

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Posted In: Resources

529 Plan Fridays

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an

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Posted In: Resources

Edelstein Hosts Lunch & Learn with Atlas Wealth Strategies and MEFA

Last week, we hosted a Lunch & Learn with Atlas Wealth Strategies and MEFA. Edelstein’s Tax Partner, Kate Rooney was joined by John Galego and Michelle Hallenbeck from Atlas Wealth Strategies, and Julie Shields-Rutyna from

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Posted In: Events

Annual State of the Firm: A new spin on an Edelstein tradition

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next.  This year, we took a different approach by

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Posted In: Events

2019-2020 Tax Planning Guide Released

Do your tax planning strategies need a refresh? With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their

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Posted In: News, Resources

Emerging Tax Alert- Congress acts to reform the IRS, enhance taxpayer protections

The U.S. Senate has passed, and President Trump is expected to sign into law, a broad package of reforms aimed at the IRS. Among other things, the Taxpayer First Act contains several new protections for

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Posted In: Alerts & Advisories