Originally posted on Forbes.com President Biden issued his budget proposal on March 11, 2024. The document’s full title is “General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals.” […]
Date and Time: Thursday, April 4, 2024 4:00-5:30pm EST Register Here Course Description: Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable and estate planning […]
Originally posted on Forbes.com The Corporate Transparency Act (CTA), a burdensome new law that would require some 32 million closely held businesses to file invasive information with the Financial […]
Originally posted on Forbes.com Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did […]
Date and Time: Thursday March 28, 2024 4-5:30 pm EST Register Here Course Description: The end of 2025 will result in the gift, estate and GST tax exemption being […]
Originally posted on Forbes.com Introduction Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, […]