Carl Holborn

Clarifying the Tax Treatment of Gifts to Grantor Trusts in 2010 – Notice 2010-19

Back in 2001, Congress passed the Economic Growth and Tax Relief Reconciliation Act (EGTRRA). While many provisions of EGTRRA have…

14 years ago

Legislation Moving Forward to Make Roth Conversions Viable in Wisconsin

The Wisconsin State Senate unanimously approved a bill to allow residents of all income levels to convert a Traditional IRA…

14 years ago

Inherited Retirment Funds are not Creditor Exempt

Chapter 815 of the Wisconsin Statutes provides that certain personal assets are exempt from judgment creditors, and these exemptions can…

17 years ago