March 9th, 2020
Originally posted October 2019 on forbes.com Changing your domicile, the place you intend to permanently live, has been an important part of the tax, estate and legal planning forever. Avoiding […]
March 9th, 2020
Originally posted October 4, 2019 on Forbes.com One of the most common estate planning tools is right now are non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning […]
February 27th, 2020
Steve Leimberg’s Estate Planning Email Archive Message #720 Date:24-Feb-20 Subject: Martin M. Shenkman, Jonathan G. Blattmachr, Robert S. Keebler & Joy Matak on the SECURE Act – Planning Ideas for […]
February 10th, 2020
Martin Luther King Day is observed on Monday January 20, 2020. Wikipedia explains this day as follows: “King was the chief spokesperson for nonviolent activism in the Civil Rights Movement, which successfully […]
February 5th, 2020
“The professional athlete needs the same sound foundation of financial and estate planning that all wealthy clients require. However, the professional athlete typically faces many unique circumstances that must be […]
December 31st, 2019
Originally posted on Forbes.com Introduction and Action Steps The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act” makes significant changes to how IRAs […]
December 17th, 2019
Lower C corporation income tax rates have increased attention to the Code § 1202 exclusion for gain on sale of stock. We will discuss how that, and related provisions work, […]
September 24th, 2019
Steve Leimberg’s Income Tax Planning Email Newsletter Archive Message #175 Date:18-Feb-19 Subject: Alan Gassman & Martin Shenkman – When is Rental Real Estate a “Trade or Business” Under 199A? “The […]
September 17th, 2019
Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2651 Date:17-Jul-18 Subject: Lee Slavutin, Richard Harris & Martin Shenkman – Intergenerational Split Dollar – Recent Adverse Decisions in Morrissette and Cahill, […]
September 4th, 2019
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2745 Date: 03-Sep-19 From: Steve Leimberg’s Estate Planning Newsletter Subject: Estate and Tax Planning Roadmap for 2019-2020: Martin M. Shenkman, Jonathan […]