WealthManagement.com Apr 05, 2018 Martin M. Shenkman, Alan Gassman Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as […]
WealthManagement.com Jan 29, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act brings direct changes to the tax treatment of insurance and significant indirect […]
WealthManagement.com Jan 19, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act was signed into law by President Trump on December 22, 2017. The […]
WealthManagement.com Jan 02, 2018 Martin M. Shenkman, Jonathan G. Blattmachr, Joy Matak, F. Ladson Boyle How to employ ESBTs as part of an overall wealth transfer strategy. Read their commentary […]
WealthManagement.com Dec 12, 2017 Martin M. Shenkman, Joy Matak The House and Senate have proposed very different approaches to reduce taxes on pass-through entities. Each approach is complex, and introduces […]
WealthManagement.com Nov 10, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr While the amounts solicited in many online campaigns are modest, the dollars involved across the spectrum of […]
WealthManagement.com Nov 06, 2017 Martin M. Shenkman, Joy Matak On Nov. 2, 2017, the House Ways and Means Committee issued H.R.1 called “Tax Cuts and Jobs Act.” Here’s a review […]
WealthManagement.com Oct 30, 2017 Philip Cubeta, Thomas Rogerson, Martin M. Shenkman Fewer clients need estate tax planning. Automated service platforms and artificial intelligence are making it more difficult for investment […]
WealthManagement.com Oct 17, 2017 Martin M. Shenkman An estate is generally permitted a tax deduction for costs incurred with respect to the production or collection of income. However, the primary […]
WealthManagement.com Oct 17, 2017 Martin M. Shenkman Caution is in order when multiple clients are considering hiring the same law firm to represent them in a matter. If the clients’ […]