October 25th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2841. Time may be of the essence for married taxpayers who want to protect their assets […]
October 25th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2840. Practitioners may still wish to encourage clients to consider estate and asset protection planning aggressively […]
October 20th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2858. Gift tax returns are often incredibly complicated with layers of issues, technical decisions, and disclosure […]
October 18th, 2021
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 […]
October 13th, 2021
Originally posted on Forbes.com While walking through the dark tax forest, are you scared from the noises coming from Washington? Are any taxing animals out there who might be […]
October 12th, 2021
Originally posted on Forbes.com Introduction: President Biden released his administration’s proposed budget for fiscal year 2022. While spending focuses on infrastructure, clean energy, etc., it includes a host […]
October 12th, 2021
Originally posted on Forbes.com Some Background: Senator Bernie Sanders with others have proposed a tax bill “For the 99.5%” implying that only the top ½ percent of the […]
October 7th, 2021
Originally posted on Forbes.com You Might Need to Plan Now Even if You’re Not Really Wealthy For wealth folks reviewing and beefing up insurance coverage and planning before […]
October 7th, 2021
Originally posted on Forbes.com What is a Swap Power and Why do you Care? A “swap power” is also called a “power to substitute.” It is a special […]
October 6th, 2021
Originally posted on Forbes.com Plan Now: With the results of the Georgia runoff election in the Democrats Control the House, the Senate and the White House. So, the potential for […]