January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #280. The Corporate Transparency Act (“CTA”) is a new federal law that will impact the owners, principles and other […]
December 28th, 2023
Originally posted on Forbes.com Introduction Senator Wyden has proposed new taxes to tap the very rich. One goal is to stop a common tax plan (some call it […]
November 20th, 2023
Originally posted on Forbes.com Immediate Action Advisable The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and unexpected ways. Since the […]
November 6th, 2023
Originally posted on Forbes.com Coordination is Critical and Often Ignored Everyone understands the need for certain critical estate planning documents such as a will (and perhaps a revocable […]
September 28th, 2023
Date and Time: Thursday, October 12, 2023 4-5:30 pm ET Register Here Course Description: Identity theft, phishing, QR-phishing, voice mail/phone scamming, social engineering (calls and actions to convince employees […]
September 15th, 2023
Originally posted on Forbes.com Lesson To Learn So the moral of this tax tale is that you have to be careful about making sure you file the right […]
September 12th, 2023
Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]
September 7th, 2023
Originally posted on Forbes.com Living Together But Unmarried: Can A Special Trust Protect You? Lots of people live together outside of marriage. And as marriage rates have declined, […]
August 21st, 2023
Date and Time: September 7, 2023 4-5:30 pm ET Register Here Course Description: Do assets in an irrevocable grantor trust that are not included in the settlor’s gross estate […]
August 10th, 2023
Originally posted on Forbes.com Simple Definition of Descendant Here is a simple definition of “descendant” from a trust document: “References in this Trust Agreement to a person’s “children,” […]