Originally posted on Forbes.com Yet Another Tax Proposal The Biden administration released its budget and tax proposals on March 28, 2022. This is called the “General Explanations of […]
Date and Time: April 5th, 2022 4:00 pm ET Register Here Course Description: A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some […]
Originally posted on Forbes.com Introduction to the Roadmap A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as […]
Practical observations from the field, including: – Illustrations of holistic planning – Building the planning foundation – Planning fatigue – What a better approach can provide – Intelligent, not “simple” […]
Modern trust drafting and planning is changing how irrevocable trusts should be planned, drafted, and administered, and how practitioners should advise clients. One of the significant ways in which trust […]
The high federal estate tax exemption may have reduced the urgency of estate tax planning, but it does not reduce its critical importance. Herewith, an examination of the broad utility […]
Congress gave us all the lovely New Year’s gift of a new tax act. For most taxpayers it’s a wonderful gift that will change the face of planning. For the […]
Although revocable living trusts are nearly ubiquitous in estate planning, their typical use is to minimize ancillary probate or to avoid probate entirely. Whatever the merit and value of these […]
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2012 Thomson Reuters/Tax & Accounting. Although physicians generally take advantage of the newest medical advances when care for their patients, […]
Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2012 Thomson Reuters/Tax & Accounting. Pro athletes require financial and estate planning similar to most high net worth clients. However […]