The 10-year rule, applicable to most trusts that will receive retirement benefits after passage of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), presents a dilemma for non-Roth individual retirement accounts. For the vast majority of...
Section 327 of the SECURE 2.0 Act of 2022 (SECURE 2.0 Act), effective in 2024, which modified Internal Revenue Code Section 401(a)(9)(B)(iv), will provide over which may be quite advantageous to the subsequent beneficiaries (especially if they’re eligible designated...
Companion chart to "Incomplete Gift, Non-Grantor Trusts - Not Just for State Income Tax Avoidance" and "Spousal Lifetime Access Non-Grantor Trusts" CLE/article/webinars, compiled by Ed Morrow III, J.D., LL.M. (tax), CFP® - permission to reprint with continued...
What began as a devastating guardianship issue evolved into a multifaceted legal success encompassing guardianship, estate planning, asset protection, and a significant wrongful death victory. Our team's dedication to listening to clients, asking the right questions,...
Transcription below: Good afternoon. Thank you for joining us for an important Corporate Transparency Act update. My name is Amy Rizzo and I am the marketing manager here at Kelleher and Holland. Our speaker today is Jonathan Fox, the co-chair of the corporate...
Section 327 of the SECURE 2.0 Act of 2022 (SECURE 2.0 Act), effective in 2024, which modified Internal Revenue Code Section 401(a)(9)(B)(iv), will provide over $1.1 billion in estimated new tax benefits for surviving spouses and trusts for them, but it also...
We are excited to welcome Ed Morrow to team KH! Ed is nationally recognized as a legal thought leader. His areas of concentration include estate + trust planning, asset protection and business succession planning for high net worth clients. "With his deep knowledge...
Kelleher + Holland, LLC was named one of the 2024 Best Places to Work for the third year in a row! This statewide survey and awards program was designed to identify, recognize and honor the best places of employment in Illinois, benefiting the state's economy, its...
FTC’s Final Rule on Non-Competes Savor the details of the Federal Trade Commission’s newly issued final rule invalidating non-compete agreements. Learn how this will reshape the employment landscape and what it means for businesses and employees alike.
For Kelleher + Holland, LLC, being a member of Mackrell International isn't just a badge of honor; it's a strategic advantage that amplifies our capabilities and enhances our client service. What is Mackrell International Mackrell International is a prestigious global...
