January 24th, 2022
Originally posted on wealthmanagement.com On Nov. 2, 2017, the House Ways and Means Committee issued H.R. 1, called “Tax Cuts and Jobs Act.” The proposed bill itself is about 430 […]
January 24th, 2022
Trusts & Estate’s Magazine July 2014 Planning for the challenges of aging and disability is an integral part of what every estate planner addresses. However, what exactly does this […]
January 4th, 2022
Originally posted on Forbes.com Changing Winds of Tax Legislation Congress was considering tax changes that would have triggered capital gains tax on death, when gifts were made, and […]
January 4th, 2022
Originally posted on Forbes.com A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021 has lots of important lessons on how to […]