trust planning 65 day rule

65 Day Rule Benefit for Trustees and Their Beneficiaries March 5, 2020 is the last day to take advantage of the 65 Day Rule. It’s not too late to take advantage of planning opportunities for certain trusts for 2019 tax filings. Irrevocable Trusts that do not require the trustee to make distributions of income to…

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Samantha Bonamassa

For questions, please contact: Stephanie Gandsey Marketing Director sgandsey@dhjj.com 630-420-1360 FOR IMMEDIATE RELEASE NAPERVILLE, IL  – February 6, 2020 – DHJJ Financial Advisors welcomes Samantha Bonamassa as the firm’s new Chief Compliance Officer. Due to significant growth of the firm, Samantha will be taking over this role in a full-time capacity from Managing Principal Paul Minta…

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