Our Blog

Secure Act 2.0

On December 29, 2022 President Biden enacted what is commonly referred to as SECURE 2.0, which compliments the 2019 SECURE Act.  The legislation makes some sweeping changes to retirement plans, which could impact your retirement and estate planning:  Here are some key takeaways from SECURE 2.0:   If you would like to discuss your estate

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Co-Ownership of Real Property

How should you hold title to your real property?  While clients often want a simple answer to this question, in reality, the analysis is often more complex than it initially appears.  For example: How many owners are there?  Is the property owned equally?  Are the owners married?  Is the property encumbered? What do the clients

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We Have Moved! Come See Us At Our New Office

Braun Cathie Kruzel’s new home is at the Perimeter Center in North Scottsdale.  While moving is never easy, we successfully completed a smooth transition into our new office without any significant disruptions to our business.  We had 18 years of memories and milestones tied to the Kierland Commons office, but we are excited to make

Read More »

Happy Holidays from BCK, And We Are Moving!

As we approach the holiday season, we at Braun Cathie Kruzel (BCK) want to take a moment to wish all our friends, family, clients, and colleagues a truly happy holiday and healthy 2022. We have made contributions to HonorHealth Shea and St. Mary’s Food Bank to support our healthcare workers and the needs within our

Read More »

First Look at the U.S. House Tax Proposals

After months of speculation, on Monday, September 13, 2021, the Ways and Means Committee of the House of Representatives released a summary of a number of proposals that would pay for the roughly $3.5 trillion spending bill.  Among the items included in their summary were: Increasing the top ordinary income tax rate to 39.6%. Increasing

Read More »

Secure Act 2.0

On December 29, 2022 President Biden enacted what is commonly referred to as SECURE 2.0, which compliments the 2019 SECURE Act.  The legislation makes some sweeping changes to retirement plans, which could impact your retirement and estate planning:  Here are some key takeaways from SECURE 2.0:   If you would like to discuss your estate

Read More »

Co-Ownership of Real Property

How should you hold title to your real property?  While clients often want a simple answer to this question, in reality, the analysis is often more complex than it initially appears.  For example: How many owners are there?  Is the property owned equally?  Are the owners married?  Is the property encumbered? What do the clients

Read More »

We Have Moved! Come See Us At Our New Office

Braun Cathie Kruzel’s new home is at the Perimeter Center in North Scottsdale.  While moving is never easy, we successfully completed a smooth transition into our new office without any significant disruptions to our business.  We had 18 years of memories and milestones tied to the Kierland Commons office, but we are excited to make

Read More »

Happy Holidays from BCK, And We Are Moving!

As we approach the holiday season, we at Braun Cathie Kruzel (BCK) want to take a moment to wish all our friends, family, clients, and colleagues a truly happy holiday and healthy 2022. We have made contributions to HonorHealth Shea and St. Mary’s Food Bank to support our healthcare workers and the needs within our

Read More »

First Look at the U.S. House Tax Proposals

After months of speculation, on Monday, September 13, 2021, the Ways and Means Committee of the House of Representatives released a summary of a number of proposals that would pay for the roughly $3.5 trillion spending bill.  Among the items included in their summary were: Increasing the top ordinary income tax rate to 39.6%. Increasing

Read More »