September 2019 - Pannone Lopes Devereaux & O'Gara LLC

Changes In The Wind for Retirement Benefits – Possible

by ceckert | Sep 23, 2019 | Estate & Trust Law |

Last spring the United States House of Representatives by an over whelming majority passed the most significant changes to the IRA/401(k) laws since their original passage in the mid 1970’s. If signed into law these changes will: allow part-time workers who work less...

RI Creates New Tax Credit for Small Business Investment Companies

by ceckert | Sep 23, 2019 | Business |

The Rhode Island General Assembly recently created a new program designed to promote private funding for Rhode Island small businesses. The program creates a tax credit for Small Business Investment Companies (“SBIC”) that invest in eligible Rhode Island businesses....

Estate Planning Ideas in a Low Interest Rate Environment

by ceckert | Sep 20, 2019 | Estate & Trust Law |

With the Fed’s recent interest rate cut and more interest rate reductions likely on the way, this may be a good time to take advantage of the low interest rate environment to transfer assets to your beneficiaries with minimal tax consequences and significant benefits...