Estate Tax Repeal – Could It Be Real?
March 2nd, 2025Originally posted on Forbes.com Introduction U.S. Rep. Randy Feenstra (R-IA) introduced a bill called the Death Tax Repeal Act on February 13, 2025, with more than 170 representatives […]
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Corporate Transparency Act Filing Requirements Reinstated: Act Now
January 2nd, 2025Originally posted on Forbes.com Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the […]
Post-Election – A New View of Estate Planning
November 20th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3159. A Trump victory suggests that it is unlikely that significant new taxes will be imposed on the […]
Step-Transaction and Reciprocal Trust Doctrines: Planning Before 2026, or Earlier if Laws Change
October 31st, 2024Originally 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. […]
Free Webinar: Planning with SLATs and SLANTs Ahead of TCJA Sunset
March 11th, 2024Date 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 […]
Proposed Billionaire ($100 Million) Tax: Is It Just The First Step?
December 28th, 2023Originally posted on Forbes.com Introduction Senator Wyden has proposed new taxes to tap the very rich. One goal is to stop a common tax plan (some call it […]
Free Webinar: Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
September 12th, 2023Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]
Free Webinar: Revenue Ruling 2023-2 What It Means and What You Might Do?
August 21st, 2023Date and Time: September 7, 2023 4-5:30 pm ET Register Here Course Description: Do assets in an irrevocable grantor trust that are not included in the settlor’s gross estate […]
Business Owned Buyout Life Insurance Raises Tax Issues
July 11th, 2023Originally posted on Forbes.com Background In a recent case owners of a closely held business got bad news. It is common to have a closely held business own […]
Free Webinar: Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
June 29th, 2023Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]