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James G. Blase

Principal, Blase & Associates, LLC

James G. Blase is principal with the law firm of Blase & Associates, LLC in St. Louis, Missouri, and is also of counsel with the law firm of Mickes O'Toole, LLC in St. Louis, Missouri.

James’s Recent activity

Understanding the 'Multiple Trust Arrangements' Section of the RMD Final Regs

Jul 30, 2024

Are all remainder beneficiaries treated as designated beneficiaries?

Using a CRT to Minimize the Adverse Effects of the SECURE Act

Apr 13, 2023

Higher interest rates amplify the advantages of this approach.

Estate Planning for Married Couples With IRAs and 401(k)s

Feb 09, 2022

Should proceeds be paid to a bypass trust for the benefit of the surviving spouse?

How the Build Back Better Act May Impact Your Clients' Estate Plans

Sep 17, 2021

Here's a summary of the relevant provisions and effective dates, as well as some planning considerations.

Green Book Signals Green Light to Grandfathered Estate Planning

Jun 14, 2021

Clients should be able to take proactive steps without worrying about retroactive provisions.

Retroactive Legislation: Advisors' Dilemma

May 18, 2021

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional?

May 18, 2021

Without any details, how are advisors expected to advise their clients today?

More PPProblems With IRS Notice 2020-32

Sep 03, 2020

Paycheck Protection Program deduction disallowance based on alternative reimbursement theory.

IRS Notice 2020-32: A Rebuttal

Aug 31, 2020

Loan forgiveness shouldn’t result in complete disallowance of deduction.

Postmortem Tax Planning for IRA Distributions After the SECURE Act

Mar 03, 2020

The key issue will be tax brackets.

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