Ivan & Daugustinis, PLLC

01/03/2023

Here is what you need to know about some retirement plan changes that could affect you or your clients.

Dozens of changes are coming to America's retirement landscape.

12/31/2022

Wishing you and yours a happy, healthy and prosperous 2023!

12/27/2022

Check out this great article about the emotional side of estate planning.

Legacy planning can open up a can of worms

12/23/2022

12/22/2022

Celebrating the Holidays and wishing you all the best!

12/15/2022

Reasonable cause and acting in good faith - enough to avoid IRS penalties? Read this and find out.

Getting out of IRS penalties is sometimes more art than science. There are lots of different grounds, but one of the biggest and most misunderstood is that you had reasonable cause and acted in good faith.

12/14/2022

We are proud to again be a sponsor at the 28th Annual Bruce Rossmeyer Ride for Children!

12/12/2022

12/06/2022

Here is an interesting article about how small businesses are protecting their legacy.

Founders of purpose-driven companies are setting up trusts to protect their values when they step aside.

11/28/2022

What will this increase mean for you or your clients?

Gift, estate and GST exemption amount will be increased in 2023 by an additional $860,000 as a result of the automatic inflation adjustment. What might this mean for your planning?