Yearly Archives: 2019

Kevin M. Helmich Named an ACCREDITED ESTATE PLANNER® Designee

  Kevin M. Helmich Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils on January 28, 2019. Cleveland, Ohio – Kevin M. Helmich is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). Kevin [...]

By |2019-02-13T17:21:16+00:00February 4th, 2019|

529 Plans

  The Tax Cuts and Jobs Act (“TCJA”), made changes to Internal Revenue Code Section 529. Section 529 created so called “529 Plans” or “qualified tuition plans” for taxpayers to shield growth in college savings from further income taxes. However, the old Section 529 did not allow for private elementary [...]

By |2020-01-23T16:02:29+00:00January 4th, 2019|
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