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 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 […]
September 30th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2909. The Federal Legislature is currently debating an additional $3.5 trillion reconciliation-based social funding plan, the […]
September 30th, 2021
The webinar, which will take place on Thursday, September 30th, 2021, at 4pm Eastern Time can be registered for here. The House Democrats are proposing a $3.5 trillion spending plan. […]
September 23rd, 2021
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 […]
June 24th, 2021
Originally posted on Forbes.com Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021) put the kibosh on […]