Advance planning in light of the proposed tax law changes included in the For the 99.5 Percent Act, STEP Act and the Biden Administration’s Green Book.
Proposed tax law changes introduced this year provide valuable insight...more
6/25/2021
/ Biden Administration ,
Charitable Donations ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Green Book ,
Internal Revenue Code (IRC) ,
Proposed Legislation ,
Tax Planning ,
Trusts
There have been a number of significant estate planning developments in 2018 which will help clients prepare for 2019.
The historically high increased exemption amounts for gift, estate and generation-skipping transfer...more
12/21/2018
/ Beneficiaries ,
Charitable Deductions ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
IRS ,
Pending Legislation ,
Proposed Rules ,
Tax Cuts and Jobs Act ,
Trusts