eQuipt | OneView | Real Time Wealth Management
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Happy Birthday to the SECURE Act!

On December 20, 2019, President Trump signed into law the SECURE Act. The onset of the pandemic led Congress last March to also pass the CARES Act, which has overshadowed the SECURE Act. For those of you who may have forgotten, here’s a refresher course on the most important SECURE Act changes.

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Dubious Multi-Layered CRD Tax Strategy

Recently we became aware of a multi-layered tax strategy that we think is a bridge too far when it comes to Coronavirus-related distributions (CRDs). In fact, it may even be outright tax fraud.

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