Resources tagged with 'J. Aaron Bennett'

 

Proposed Tax Reform Could Drastically Impact Estate & Gift Exemptions and Limit Common Estate Planning Strategies

As you know, Congress has been considering tax reform over the last several months. Until recently, it was unclear whether any of the wide-ranging proposals would gain enough traction to become law. Last week, however, the House Ways and Means Committee released a much-publicized tax bill (the "Bill") that, if enacted, would drastically alter current Federal estate and gift tax laws and eliminate the use of certain common estate planning strategies. Background. While the Bill is just a propos ...
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Carruthers & Roth Attorneys Named to 2022 “Best Lawyers” and 2022 “Best Lawyers: Ones to Watch” Lists

Greensboro, N.C. - Carruthers & Roth, P.A. announced today that 14 of the firm’s attorneys representing 21 practice areas have been named to the 2022 Edition of The Best Lawyers in America©, two of whom were selected as “Lawyer of the Year” in their respective practice areas in the Triad area. Two additional attorneys have been included in the 2nd edition of Best Lawyers: Ones to Watch. The Best Lawyers ”Lawyer of the Year” is a prestigious designation for only one attorney ...
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Fifteen Carruthers & Roth Attorneys Named to 2021 Best Lawyers® List; One Attorney Named to 2021 Best Lawyers: Ones to Watch

Greensboro, N.C. - Carruthers & Roth, P.A. announced today that 15 of the firm’s attorneys representing 23 practice areas have been named to the 2021 Edition of The Best Lawyers in America©, five of whom were selected as “Lawyer of the Year” in their respective practice areas in the Triad area. One additional attorney has been included in the inaugural edition of Best Lawyers: Ones to Watch. The Best Lawyers “Lawyer of the Year” is a prestigious designation for only one att ...
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The SECURE Act Eliminates the Stretch IRA and Fundamentally Changes Inherited Retirement Plan Distribution Rules

Retirement plan accounts, like 401(k)s and IRAs, are becoming an increasingly larger portion of many estates, especially since funds have the potential to accumulate in a tax-deferred manner for many years. The tax-deferral attributes of retirement accounts, however, have resulted in specific rules that impact how these accounts are treated after death. Given that distributions from inherited retirement accounts are taxable as part of a beneficiary's ordinary income, Congress has instituted r ...
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Sixteen Carruthers & Roth Attorneys Named to 2020 Best Lawyers® List

Greensboro, N.C. - Carruthers & Roth, P.A. is pleased to announce that 16 of the firm’s attorneys representing 25 practice areas have been named to the 2020 Edition of The Best Lawyers in America©, the oldest and most respected peer-review publication in the legal profession. In addition, three Carruthers & Roth attorneys were named as Best Lawyers 2020 “Lawyer of the Year” in their respective practice areas. The publication awards this honor to a single lawyer in each practi ...
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Ten Carruthers & Roth Attorneys Named to 2019 North Carolina Super Lawyers and Rising Stars Lists

GREENSBORO, N.C. – Carruthers & Roth, P.A. is pleased to announce that 10 of the firm’s attorneys have been named to the 2019 edition of North Carolina Super Lawyers, including 3 attorneys who were named as “Rising Stars.” Super Lawyers is a rating service of outstanding attorneys from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and includes independent research, peer nominati ...
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Distribution Planning for Retirement Benefits: The Legal and Tax Implications of Lifetime and Post-Death Qualified Plan and IRA Distributions

Distribution Planning for Retirement Benefits: The Legal and Tax Implications of Lifetime and Post-Death Qualified Plan and IRA Distributions (PDF)

For media inquiries, please contact: Erin Molinaro | ekm@crlaw.com