Step-Transaction and Reciprocal Trust Doctrines: Planning Before 2026, or Earlier if Laws Change

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. […]

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My Trainer Thinks All His Mom Needs Is A Simple Will

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 […]

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2025 Planning Should Begin Before the End of 2024: The Step Transaction Doctrine Can Undermine Last-Minute Plans

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 […]

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