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Schanel & Associates CPA | Jupiter & Abacoa, FL
Accounting & Tax Services in Northern Palm Beach County
Schanel & Associates CPA | Jupiter & Abacoa, FL
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561-624-2118

561-624-2118

  • Home
  • About
    • Our Team
  • Services
    • Tax Services
    • Accounting
    • Business Valuation and Consulting
    • Wealth Management
  • Blog
  • FAQs
  • Contact
Biden 401k - Biden IRA - Biden Roth IRA - Tax Advisor - Retirement Planning

Biden Proposal Could Reshape Retirement Accounts

By Todd Schanel, CFA, CPA, CFP®October 28, 2020

Joe Biden and Kamala Harris have a proposal for retirement accounts that could change the way many people save for retirement. The intent of this proposal is to increase retirement…

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The SECURE ACT’s “10-Year Rule” for Inherited IRAs

By Todd Schanel, CFA, CPA, CFP®January 24, 2020

On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  The broad intent of the legislation is to make it easier…

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How to Take a Qualified Charitable Distribution (QCD) from Your IRA

By Todd Schanel, CFA, CPA, CFP®May 10, 2017

Would you like to help your favorite not-for-profit organization and save taxes at the same time? The Qualified Charitable Distribution rules allow taxpayers to make IRA distributions of up to…

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2018 Contribution Limits for Retirement Accounts Core

2017 Contribution Limits for Retirement Accounts

By Todd Schanel, CFA, CPA, CFP®December 2, 2016

Annual contribution limits for retirement savings accounts for 2016 and 2017, as established by the IRS, are listed below.  Please keep in mind that contributions to Traditional IRAs, Roth IRAs,…

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Taxation of Inherited Annuities

By Glenn Schanel, CPASeptember 23, 2016

Annuities are complicated products that often cause much confusion for annuity owners, let alone their beneficiaries.  There can be significant tax consequences associated with the inheritance of an annuity held…

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SEP Plans – Avoiding Common Errors

By Glenn Schanel, CPAJune 3, 2016

The IRS recently identified a few common errors seen in one of the most popular retirement plans used by small businesses — the SEP plan. General Rules for SEPs With…

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CATEGORIES
401K (4) Business Valuation (5) C.A.R.E.S. Act (17) Divorce (1) Entity Type (1) Estate Taxes (1) Estimated Payments (2) IRAs (6) IRS (32) Litigation Support (1) Paycheck Protection Program (12) S Corporation (4) Self-Employed (8) Small Business (17) Tax Advice (59) Tax Cuts and Jobs Act (11) Tax Deduction for Child (2) Tax Deductions (8) Tax Legislation (6) Tax Preparation (10) Uncategorized (4)
SCHANEL & ASSOCIATES, PA, CPAs
  • 4600 Military Trail, Suite 215 Jupiter, FL 33458
  • 561-624-2118
  • 561-624-0726
  • www.schanelcpa.com
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