Kelly Cockerham – Page 33 – Fiducial Blog

About Kelly Cockerham

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Meanwhile lets just say that we are proud Kelly Cockerham contributed a whooping 562 entries.

Entries by Kelly Cockerham

Gift and Estate Taxes: Fiducial Lays Out Everything You Need to Know

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August 25, 2021

Find out more about the annual gift-tax exemption and the...

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A win-win proposition: A CRT can benefit you and your favorite charity

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August 23, 2021

Find out what a CRT (charitable remainder trust) can do...

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Is a Living or Revocable Trust Appropriate for You?

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August 20, 2021

Learn more about living trusts.Find out if a living trust...

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Pension Plan Sponsors May Need to Search for “Lost” Participants

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August 18, 2021

Find out why you should make keeping track of former...

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Consider a Lift-Out to De-Risk Your Defined Benefit Pension Plan

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August 16, 2021

Find out why “de-risking” a defined benefit pension plan may...

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10 Facts About the Pass-Through Deduction for Qualified Business Income

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August 13, 2021

Find out how to qualify for the pass-through or QBI...

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Can Employers Use Health Records to Verify COVID-19 Vaccination?

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August 11, 2021

Find out if HIPPA considers vaccination information PHI (protected health...

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Be prepared for 401(k) casualty loss hardship distribution requests

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August 9, 2021

Get the facts about the casualty loss safe harbor.Learn the...

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Restaurants and Businesses Benefit from Temporary Tax Deduction

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August 6, 2021

Learn about a new business tax break.Find out which establishments...

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IRS Continues to Help Employers Address COVID-Related Leave

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August 4, 2021

Learn pertinent information an employer will need to substantiate eligibility...

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