Originally posted on wealthmanagement.com Certified public accountants tend to be practical folk, and they often view estate planning from a different lens than perhaps attorneys sometimes do. For my last column from […]
Originally posted on Forbes.com Changing Winds of Tax Legislation Congress was considering tax changes that would have triggered capital gains tax on death, when gifts were made, and […]
This article was originally posted on the ABA Real Property, Trusts and Estates Law Section RPTE E-Report and can be accessed as here. By: Martin M. Shenkman, Esq. and Joy Matak, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2854. With the results of the Georgia runoff election, the Democrats control the House, the Senate […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2876. On March 25, 2021, Senate Budget Committee Chairman Bernie Sanders (I-VT) fired the opening salvo […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #205. Generally, states can only tax the income of non-residents that is sourced to that state, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2467. The New Jersey estate tax will be phased out. The New Jersey estate tax exemption, […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2348. The 41st Annual Notre Dame Tax and Estate Planning Institute was held on September 17th […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2846. 2020 may very well be the best opportunity to implement planning strategies to mitigate federal […]
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2845. 2020 is grinding to a close with uncertain federal elections pending the Georgia Senate runoff […]