WMS Planning Committee

Planning for 2026 Sunset of Lifetime Giving Levels

Secure Act 2.0 - Tax & retirement changes

Before closing out 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0), a...

There is a Silver Lining to Inflation - Expanded Tax Planning Opportunities

The Negative Effects of High Inflation

We have all experienced some form of the negative aspects of...

“Build Back Better Act”: Tax Provisions Update

Not surprisingly in the current political climate, the late October 2021 version of the House of...

HOUSE WAYS & MEANS COMMITTEE TAX PROPOSALS - A FIRST LOOK

As author John Dufresne has written, “The purpose of the first draft is not to get it right, but to...