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
Taking advantage of retirement account planning and charitable giving opportunities created under the new stimulus package.
Required Minimum Distributions are waived for 2020, allowing further income tax deferral until at...more
4/7/2020
/ Business Closures ,
CARES Act ,
Centers for Medicare & Medicaid Services (CMS) ,
Compliance ,
Coronavirus/COVID-19 ,
Federal Loans ,
Financial Stimulus ,
Gift Tax ,
Gift-Tax Exemption ,
Income Taxes ,
Lenders ,
Paycheck Protection Program (PPP) ,
Relief Measures ,
SBA ,
SBA Lending Programs ,
Securities and Exchange Commission (SEC) ,
Small Business