The Tax Cuts and Jobs Act, providing extraordinary estate planning opportunities, was signed into law by the President on December 22, 2017.
The new Act allows for a great opportunity to take advantage of increased...more
12/29/2017
/ 529 Plans ,
Alternative Minimum Tax ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
International Tax Issues ,
New Legislation ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Exemptions ,
Title II ,
Title V
If enacted, the Tax Cuts and Jobs Act could open up significant estate planning opportunities.
The House bill doubles the exemptions from estate, gift and generation-skipping transfer taxes, creating new opportunities for...more
11/29/2017
/ Charitable Donations ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
International Tax Issues ,
Pass-Through Entities ,
Popular ,
Tax Deductions
On August 2, 2016, the Treasury Department released proposed regulations amending and expanding upon the current regulations to Internal Revenue Code Section 2704. The proposed regulations, if adopted, would affect the...more
8/23/2016
/ Business Succession ,
Business Valuations ,
Closely Held Businesses ,
Estate Planning ,
Estate Tax ,
Family Businesses ,
Family Limited Partnerships ,
Gift Tax ,
IRC Section 2704 ,
IRS ,
Limited Liability Company (LLC) ,
Partnerships ,
Succession Planning ,
Transfer of Assets ,
Transfer Taxes ,
U.S. Treasury