As 2024 quickly comes to a close, the new year will bring a change in the presidency, a new Congress, and potential changes to policies and laws that could impact individuals of all wealth levels. Going into the election,...more
11/27/2024
/ Corporate Transparency Act ,
Estate Planning ,
Estate Tax ,
FinCEN ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Tax Cuts and Jobs Act ,
Tax Planning
Summary -
A new year brings hope for positive change and new opportunities. With changes to estate and gift tax exemptions and the retirement laws, combined with the current and anticipated interest rate environment and...more