January 2nd, 2025
Originally posted on Forbes.com Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the […]
November 20th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3159. A Trump victory suggests that it is unlikely that significant new taxes will be imposed on the […]
November 18th, 2024
Originally posted on Forbes.com President Trump’s Victory Means Estate Planning Changes, Not That it Should Be Ignored With President Trump’s victory, and Republican control of the Senate and […]
October 31st, 2024
Originally posted in NAEPC Journal of Estate and Tax Planning. Many tax hurdles can undermine intended planning. This can be especially nettlesome if planning has to be done quickly. […]
October 29th, 2024
Originally posted on Forbes.com Introduction So, I joined a new gym and am working with a personal trainer. During any workout trainers and clients always shoot the breeze […]
October 11th, 2024
Originally published on The CPA Journal Planning for 2025 is becoming a hotter topic as the scheduled halving of the transfer tax exemption draws closer. But while many are […]
September 26th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #301. The Treasury Department updated its frequently asked questions on July 8, 2024. The big news: if the […]
September 22nd, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3115. There is no way to determine which, if any, of the Biden proposals will be enacted, and […]
September 22nd, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #2924. Smaldino, a recent Tax Court decision, provides several important lessons for practitioners to consider about how to […]
September 22nd, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3032. The trust compilation can be used to identify ways to backstop, refine and administer the client’s estate […]