Rebuild VA Small Business Grant Fund Expanded

…VA Small Business Fund grant program for your business, please reach out to your Keiter advisor or Email | 804.747.0000. We are here to help. Additional COVID-19 Business Planning Resources…

Brittany Raecke

Brittany enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Brittany is…

IRS Delays RMD Rules for Inherited IRAs Again

…eligible for tax free rollover treatment since the custodian classified distributions as RMDs. Notice 2023-54 offers transitional relief for taxpayers in this situation by extending the 60-day rollover period to…

Julie H. Gustavsson

Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…

Homeowner’s Insurance Considerations

…net worth. Homeowner’s Insurance Considerations with a Revocable Trust Many individuals transfer ownership of their personal homes to a revocable trust as part of their estate planning process. If and…

Staff Spotlight: Paul Staples

…the Tax and Audit departments during his Summer Internship. This positive experience culminated in a Tax Busy Season internship during his final undergraduate semester, followed by a full-time offer from…

Taner Moulton

…in their industries and enjoys connecting with them throughout the community. Taner joined Keiter in 2021 and is a Tax Senior Associate. He focuses on strategic tax planning and compliance,…