Inheriting an IRA, but not from your spouse? Here’s what you need to know.

by Kushner LaGraize, LLC | Oct 17, 2023

Insight Article < Back to the Insights Gallery Inheriting an IRA, but not from your spouse? Here’s what you need to know.October 17, 2023 | by Kushner LaGraize, LLCIndividual Retirement Accounts (IRAs) are one of the most popular ways to save for retirement, and...

IRS declares a moratorium on processing new employee retention credit claims

by Kushner LaGraize, LLC | Oct 17, 2023

Insight Article < Back to the Insights Gallery IRS declares a moratorium on processing new employee retention credit claimsOctober 17, 2023 | by Kushner LaGraize, LLCOn September 14, 2023, the Internal Revenue Service (IRS) declared an immediate moratorium on...

IRS announces transition relief for RMDs following the SECURE 2.0 Act

by Kushner LaGraize, LLC | Sep 15, 2023

Insight Article < Back to the Insights Gallery IRS announces transition relief for RMDs following the SECURE 2.0 ActSeptember 15, 2023 | by Kushner LaGraize, LLCThe IRS and the Treasury Department have recently announced their plans to provide transition relief in...

Tax traps to beware of with life insurance planning

by Kushner LaGraize, LLC | Sep 12, 2023

Insight Article < Back to the Insights Gallery Tax traps to beware of with life insurance planning September 12, 2023 | by Kushner LaGraize, LLCThere are many professionals involved with clients and their tax, retirement, estate, insurance, and investment planning....

Understanding the SALT deduction and PTE tax elections

by Kushner LaGraize, LLC | Aug 18, 2023

Insight Article < Back to the Insights Gallery Understanding the SALT deduction and PTE tax electionsAugust 18, 2023 | by Kushner LaGraize, LLCThe SALT deduction has been a longstanding benefit for taxpayers who pay state and local taxes. However, recent...