November 11th, 2021
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 […]
November 9th, 2021
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, […]
November 9th, 2021
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, […]
November 8th, 2021
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 […]
October 26th, 2021
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 […]
October 26th, 2021
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 […]
October 25th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2842. At this point in 2020, all we know for sure is that nothing is certain. […]
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 […]