Viewing 1 - 5 out of 5 posts

When Should We Review Our Estate Plans?

The New Year is the time many of us take a fresh look at things and make resolutions. This may be the right time to take a look at your Read More

Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

If you have an IRA or 401(k) account as part of your retirement and estate planning, you should be aware of important new legislation that has changed a number of Read More

Opportunity Zones & Qualified Opportunity Funds: An Emerging Economic Development and Investment Tool Worth Considering

The Opportunity Zone program is an important new community economic development and investment tool created in late 2017 by the federal Tax Cuts and Jobs Act.  This program is designed Read More

Tax Law Changes and Estate Planning

We at RBF&A hope you have had a great holiday season with your family and friends. Having two three day weekends in a row certainly has helped by giving us Read More

Viewing 1 - 5 out of 5 posts