This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #1880. Portability has been trumpeted by some in the media as one of the most significant […]
Originally posted on Forbes.com Recent Proposal The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion […]
Course Description: The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over […]
WealthManagement.com Aug 07, 2019 Martin M. Shenkman Merging or decanting an old trust into a new and improved trust has become so popular that some have pushed the edges seeking […]
WealthManagement.com Sep 05, 2017 Martin M. Shenkman The Internal Revenue Service successfully pierced the trust created by a taxpayer to satisfy a tax lien on the basis that the trust […]
WealthManagement.com Aug 29, 2016 Martin M. Shenkman The proposed Internal Revenue Code Section 2704 regulations (the “regs”) prevent taxpayers from considering a range of restrictions that could otherwise reduce the […]
WealthManagement.com Aug 16, 2016 Martin M. Shenkman On Aug. 4, the Treasury Department issued proposed regulations (the regulations) that restrict or eliminate valuation discounts for family-owned businesses under Internal Revenue […]
WealthManagement.com Aug 19, 2015 Martin M. Shenkman It’s common to include in a durable power of attorney (POA) the right for an agent (the person named to act on behalf […]
Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #175 Date: 18-Feb-19 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Alan Gassman & Martin Shenkman – When is Rental […]
Steve Leimberg’s Income Tax Planning Email Newsletter Archive Message #175 Date:18-Feb-19 Subject: Alan Gassman & Martin Shenkman – When is Rental Real Estate a “Trade or Business” Under 199A? “The […]