Five Reasons to Distribute from Inherited IRAs Now

After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. Effective beginning in 2025, the final regulations look to whether...

Year-End Tax Planning 2023

With a divided Congress and the 2024 elections on the horizon, it is unlikely that we will see any major federal tax legislation in the immediate future. In turn,...

The Colony Group’s Jeff Harrison Awarded Roger Manshel Lifetime Achievement Award by Family Connections

The Colony Group is proud to announce that Jeff Harrison, Principle and Managing Director, was awarded the Roger Manshel Lifetime Achievement Award by Family Connections in May 2023. This...

Year-End Tax Planning 2022

For the past two years we have prepared for the potential passage of major tax legislation. Due to razor-thin margins in Congress, however, the sweeping proposals of the Build...

Tax Advantaged Strategies for Year-End Giving

As the holidays approach, you may be preparing to make gifts to charity or family.  Although your primary reason for giving may be motivated by a desire to support...