by michelle | Apr 4, 2025 | Publications
November 27, 2023 The SECURE 2.0 Act of 2022 (Setting Every Community Up for Retirement Enhancement) comes into effect on January 1, 2024, allowing unused funds from a tax-advantaged 529 Education Plan to roll over into a Roth IRA. Starting in 2024, 529 Plans that...
by michelle | Apr 2, 2025 | News
December 12, 2024 Corporate Transparency Act (CTA) Compliance Bulletin THIS IS AN IMPORTANT ADVISORY ABOUT THE NEW, FEDERALLY MANDATED REPORTING REQUIREMENTS UNDER THE CORPORATE TRANSPARENCY ACT (“CTA”) THAT MAY IMPACT YOUR BUSINESS. UPDATE TO CTA BOI FILING AS OF...
by michelle | Apr 1, 2025 | News
July 1, 2024 Gilbride, Tusa, Last & Spellane, LLC is delighted to announce and congratulate, Attorney Katherine V. Hynes, its newest Associate in our Private Client Group. Katherine’s practice is focused on estate and trust planning and administration, with an...
by michelle | Mar 31, 2025 | News
February 1, 2023 Gilbride, Tusa, Last & Spellane, LLC is delighted to announce and congratulate its newest partner, Brooke Marcogliese-Debany. Ms. Marcogliese-Debany joined the firm’s real estate department as Senior Counsel from . Ms. Marcogliese-Debany regularly...
by michelle | Mar 30, 2025 | News
May 1, 2022 Gilbride, Tusa, Last & Spellane, LLC is delighted to announce and congratulate its newest partner, Nathan P. Pereira. Nathan P. Pereira is a part of the Firm’s business and commercial department. Nathan represents private companies and business owners....
