A strong stock market and “soft landing” have generated significant wealth this year. The gift tax, estate tax and generation-skipping transfer tax are all imposed on the fair market value of assets at the time of transfer....more
11/30/2023
/ Beneficiaries ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Individual Retirement Account (IRA) ,
IRS ,
Qualified Charitable Distributions ,
Required Minimum Distributions ,
Roth IRA ,
Tax Planning ,
Trusts ,
U.S. Treasury
This is the sixth issue in a planned series of alerts designed to provide an in-depth analysis on topics related to tax reform.
Like all new things, new years typically welcome many changes, opportunities and new...more
12/26/2017
/ Estate Tax ,
Generation-Skipping Transfer ,
Income Taxes ,
New Legislation ,
State and Local Government ,
State Taxes ,
Tax Deductions ,
Tax Planning ,
Tax Rates ,
Tax Reform ,
Transfer Taxes ,
Trump Administration