Latest Publications

Share:

Proposed Tax Legislation May Significantly Impact Estate Planning Options

Summary - Proposed legislation introduced in Congress could dramatically alter major estate and gift planning strategies. ...more

Estate Planning in Uncertain Times

The coronavirus (COVID-19) outbreak has given reason for us to not only make sure our estate plans reflect current wishes, but also to seek potential opportunities for smart tax planning. In the words of Albert Einstein,...more

For Consideration: Possible Early Payment of State and Local Income Taxes

The House and Senate each have passed a version of the Tax Cuts and Jobs Act. Both the House bill and the Senate bill eliminate the deduction for state and local income taxes after December 31, 2017....more

Initial Steps Toward Changes to Gift, Estate and Generation-Skipping Transfer Tax

On Thursday November 9, Senate Republicans unveiled the substance of their tax reform bill. The Senate proposal maintains the House Republicans' plan to increase the amount exempt from gift, estate, and GST taxes from $5...more

Federal Tax Reform: Initial Steps Toward Changes to Gift, Estate and Generation-Skipping Transfer Tax

House Republicans unveiled the full text yesterday of their proposed tax legislation—titled the Tax Cuts and Jobs Act—which includes dramatic changes to the gift, estate, and generation-skipping transfer (GST) tax. ...more

Proposed IRS Rules Endanger Business Valuation Discounts for Family-Owned Entities

Historically, the IRS has closely scrutinized transfers of interests in family-owned entities between family members. In particular, it has sought to curtail the use of discounts to decrease the estate and gift tax value of...more

6 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide