We are weeks away from the presidential election.  There is a lot in 2020 to have a political opinion about; whether it is POTUS, his opponent, the pandemic, healthcare, immigration, or other topics. You do not have a constitutional right of freedom of speech in the private workplace. The First Amendment restricts to a degree the government's regulates your speech but does ... more

Recent changes in estate tax laws have caused many couples to review the appropriateness of their estate plan. The most significant change is the substantial increase to the Federal Estate Tax Exemption. The new exemption is $11.2 million per taxpayer, adjusted annually for inflation. Many estate plans using the A/B (Marital/Family) trusts as an estate tax avoidance tool were ... more

The recently enacted SECURE Act has made changes to the laws affecting retirement accounts, which are both good and bad for taxpayers. In this blog I will cover the highlights of the negative changes for taxpayers. The biggest “bad” change imposed by the SECURE Act, is the attempt to close-down or at least minimize the advantages of Inherited “stretch” IRAs and Dynasty ... more

The recently enacted SECURE Act has made changes to the laws affecting retirement accounts, which are both good and bad for taxpayers. In this blog I will cover the highlights of the positive changes for taxpayers. Beginning in 2020, the SECURE Act changes the require beginning date (RBD) for required minimum distributions (RMD) from retirement accounts from April 1 of the ... more

Generally, employees do not have job protection when refusing to return to work due to fear of contracting COVID-19 unless they have a health condition that creates high risk of serious health complications if they were to get COVID-19. The employee cannot just conclusively state he has such a health condition and the employer is entitled under the Americans With Disabilities ... more