We're in this Together - Valerie McCormack, Middleton Magazine, Fall 2021
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Primer on the Code’s Required Minimum Distribution Rules: Post-SECURE Act
Attorney Chrisotopher Suh Joins The Wagner Law Group
Attorney Valerie McCormack Joins The Wagner Law Group
Participant Directed Investments Through Brokerage Windows: The Last Frontier or a Trap for the Unwary?
By Ivelisse Berio LeBeau and Stephen Wilkes What should fiduciaries of participant-directed plans consider in deciding whether to allow participants to direct their own investments using arrangements loosely referred to as “brokerage windows”? The realm of ERISA plan...
COVID-19 Resource Center
Below is a collection of vital COVID-19 resources that we have assembled to assist during this difficult time: ANNOUNCEMENTS The Wagner Law Group Creates COVID-19 Rapid Response Team and Resource Center - March 31, 2020 The Wagner Law Group's COVID-19 Commitment The...
The Wagner Law Group Announces New Florida Estate Planning Resources
Attorney Jay Beskin Joins The Wagner Law Group
More Investors Qualify to Purchase Unregistered Securities… But What Will the Expanded Definition of “Accredited Investor” Really Change for BDs and RIAs?
By Kimberly Shaw Elliott Registered representatives and investment adviser representatives may soon purchase for themselves the unregistered products they recommend to other investors, without proof of their financial resources. These financial professionals join an...
Divorce in the Age of Corona, Part 1: Parenting Plans
Parents who were in the midst of the divorce process when the pandemic began, or who have only recently decided to separate, recognize that the parenting arrangements they develop for today may not be in their children’s best interests for the indeterminate tomorrow,...