Partner Sarah Moore Johnson and co-panelists Raymond Odom and Phyllis Taite presented at the virtual seminar, A Courageous Roadmap for Repairing Racial Equity for the Greater Milwaukee Foundation. In addition to tax policy considerations, the panel shared solutions to repair our communities by addressing historic wealth inequities and strategies professionals can use to combat the racial wealth gap. Click here to […]
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Birchstone Moore will be tuning in to support our partner, Sarah Moore Johnson, as she testifies at the California Department of Justice Reparations Task Force Meeting January 27th at 1:45 PM PT | 4:45 PM ET. We love to see our team doing such exciting and important work in the legal community. Go, Sarah! Click here to stream live.
We are excited about partner Sarah Moore Johnson’s presentation at the 57th Annual Heckerling Institute on Estate Planning at 3:50 PM today. The panel will discuss drafting and administrating trusts intended to last for multiple generations. Birchstone Moore is rooting for you, Sarah!
Good news for retirement planning! Secure Act 2.0 raises the RMD age to 73 (and then 75 in 2033) and increases the “catch-up” contribution limit to $7,500 for those age 50 and older and adds a “special” catch-up amount for those age 60 to 63, beginning in 2025. Check out “SECURE 2.0: Retirement savings plan changes, drafting error, tax and […]
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Happy Thanksgiving to all our clients. You are an integral part of the Birchstone Moore family and we are grateful your support! Enjoy the day and may it be a warm start to a joyful holiday season.
We are delighted to announce our associate, Natasha McFarland, has been appointed Vice Chair of the Estate Planning Committee of the D.C. Bar Taxation Community. Birchstone Moore is thrilled to see Natasha thrive in her new leadership role.
The Birchstone Moore team showed off their Halloween spirit at our office party! We wish you all a very Happy Halloween full of happiness and good times with your family and loved ones.
Birchstone Moore is excited that our associate, Lissie V. Welch, is this year’s winner of the Women’s Closest to the Pin Contest at the Washington DC Estate Planning Council Annual Golf Tournament. Tee-rific job, Lissie!