A donor advised fund (DAF) is an investment account in which you make an irrevocable gift and receive a charitable deduction. Once the donor advised fund is funded, distributions can be made over many years to charitable organizations. With recent changes to the tax laws fewer taxpayers are itemizing their deductions and instead receiving the…

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The much-anticipated reform to required IRA distributions for account owners and their beneficiaries known as the SECURE Act of 2019 was enacted as part of the year end appropriations bill passed by Congress in late December. The SECURE Act ended what is known as the “Stretch” IRA for most non-spouse designated beneficiaries who inherit IRAs…

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