January 28th, 2020 | 19 mins 14 secs
cohen & company, personal tax planning, secure act
More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required Minimum Distribution age and the elimination of the stretch provision. Learn how tax bracket management, trust planning and other proactive steps may be necessary to align your retirement goals.
December 11th, 2019 | 20 mins 52 secs
accounting, business tax planning, cohen & company, personal tax planning
Listen to year-end tax planning ideas that businesses and individuals can still take advantage of before December 31, 2019. Tax Partners Phil Baptiste and Scott Swain discuss how tax reform has changed the planning landscape and offer practical tips surrounding items such as entity structure, bonus depreciation, charitable contribution strategies, gifting and more.