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Officially passed in December 2022, the Setting Every Community Up for Retirement Enhancement Act (SECURE) 2.0 Bill brought a host of potentially impactful government retirement policies and updates. From increasing the age of Required Minimum Distributions to...
The limited liability company (LLC) is a popular business structure that offers liability protection and avoidance of double taxation. Trusts are popular asset transfer vehicles that allow you to avoid probate and keep assets out of the hands of creditors. By placing...
Below you’ll find our outline of estate tax and inheritance tax considerations in Utah and how they may relate to you. We’ve also highlighted other concerns with inherited assets that you may encounter.
Cory Lee – JD, LLM It is likely that you have heard of a 1031 Exchange, whether it was part of an investment opportunity or when you sold you personal home, it seems that everyone has at the very least heard of 1031 Exchanges. But what exactly is a 1031 Exchange and...
Estate planning is an ongoing process that needs to evolve with you as your family and circumstances change. Some things that are likely under your control are: the growth of your estate, getting married or starting a business, or choosing to relocate to another...
Have you ever received notice from the IRS or the State Tax Commission that there was a problem with one or multiple of your tax returns? If so, who do you turn to in that situation? When it comes to taxes and tax issues many people first think to go to their...
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