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 […]
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 […]
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 […]
Originally posted on Forbes.com So, you created one or more trusts in 2020 with interesting sounding acronyms: SLAT, DAPT, SPAT, etc. And now you are just happy to be […]
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 […]
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. […]
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 […]
Originally posted on Forbes.com Reality Check: With the coronavirus spreading, the stock market crashing and the evening news instilling fear, its really hard to think about estate planning. True. […]
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 […]
The tax world is likely to change (yet again!) and if so, that will have far-reaching economic effects. You and your clients need to be prepared…not later this year, not […]