Posts Tagged ‘Kathy Byrne’

DHJJ Financial Advisors Promotes Kathy Byrne to Principal

Kathy Byrne

For Immediate Release Byrne offers investment management, financial planning, and retirement plan services NAPERVILLE, IL – September 28, 2018 – DHJJ Financial Advisors announces the promotion of Kathy Byrne, CPA, CFP®, to Principal. Byrne delivers investment management and financial planning for individuals and their families as well as retirement plan services for businesses. “Kathy truly…

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Trust Planning Opportunity and the 65 Day Rule

trust planning 65 day rule

It’s not too late to take advantage of planning opportunities for certain trusts for 2017 tax filings. Irrevocable Trusts that do not require the trustee make distributions of income and principal to the beneficiaries can take advantage of the “65 Day Rule”. This Rule allows trustees to make distributions within 65 days of the new…

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