Caring For Generations

Tax Planning

It’s Not (But Almost Is) Too Late for Your RMD

On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 28, 2016 | Tax Planning

In the excitement of shopping for those special grandkid gifts, it may have slipped your mind. But please – don’t forget that December 31st deadline for making your Required Minimum Distribution from your IRA account. How does that work, again? Well, when you save...

Same-Sex and Heterosex Spouses Now Equal in the Eyes of the IRS

On Behalf of Rebecca W. Geyer & Associates P.C. | Sep 10, 2015 | Tax Planning

Recent presentations by Rebecca W. Geyer at the Elder Law Institute and the Family Law Institute included “Estate Planning for Same-Sex Couples”. With the Supreme Court’s decision in Obergefell v. Hodges legalizing same-sex marriage throughout the United States,...