News & Insights

The IRS recently issued its 2026 cost-of-living adjustments for more than 60 tax provisions. The One Big Beautiful Bill Act (OBBBA) makes permanent or amends many provisions of the Tax Cuts and Jobs Act (TCJA). It also makes permanent most TCJA changes to various deductions and makes new changes to some deductions. OBBBA-affected changes have […]

The 2017 Tax Cuts and Jobs Act (TCJA) resulted in many favorable (and a few unfavorable) tax law changes. Most of the changes related to individual taxpayers are set to expire at the end of 2025. What does this mean for taxpayers? While it is expected that a new tax bill will be passed in […]

The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs, which take effect in 2025, require many beneficiaries to take annual RMDs in the 10 years following the deceased’s death. SECURE Act Ended Stretch IRAs […]

Think back to the beginning of the year, the economy was doing well, and there was great optimism for the rest of 2020. It all changed quickly in March with the onset of the COVID-19 pandemic. For most of us, 2020 has been a very long year filled with uncertainty and anxiety. Next year holds […]

Read about the numerous changes to the retirement and estate planning landscape due to the SECURE Act update. – Atlanta CPAs

Discover why a person may use a qualified disclaimer to refuse a bequest from a loved one and how that can affect your estate. – Atlanta Tax CPAs

Learn about whether your trust is subject to state tax and the various states where trusts are subject to state taxes – Moore Colson – Atlanta CPA firm.

Learn about the key details of the Uniform Directed Trust Act including the questions to ask when selecting a new trustee to manage your trust - Atlanta CPA

Learn about the important steps to put personal matters in order when receiving a terminally ill diagnosis - Moore - Colson- Atlanta Estate Planning.

Learn about the opportunity that using a Beneficiary Defective Inheritor’s Trust offers to families to make asset transfers – Atlanta Tax Firm