...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
- Recent Developments in Wealth Planning
- Corporate Transparency Act Compliance...more
Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more
2/8/2022
/ Art ,
Asset Management ,
Charitable Trusts ,
Continuing Legal Education ,
Cryptocurrency ,
Estate Planning ,
Fiduciary ,
Irrevocable Trusts ,
Opportunity Zones ,
Qualified Small Business Stock ,
Retirement Plan ,
Tax Legislation ,
Tax Litigation ,
Tax Planning ,
Webinars
We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more
COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more
7/29/2020
/ Coronavirus/COVID-19 ,
Estate Planning ,
Interest Rates ,
Loss Mitigation ,
Retirement Plan ,
Tax Legislation ,
Tax Planning ,
Tax Refunds ,
Transfer of Assets ,
Transfers of Value ,
Wealth Management ,
Webinars
Our world has undergone a relatively immediate and significant change as a result of the COVID-19 pandemic. Businesses, financial markets, schools, health care systems, tax laws, and our daily lives have changed and been...more
4/1/2020
/ CARES Act ,
Charitable Lead Annuity Trust ,
Coronavirus/COVID-19 ,
Estate Planning ,
Fiduciary ,
Filing Deadlines ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Living Will ,
Medical Directives ,
Roth Conversions ,
Roth IRA ,
Social Distancing ,
Valuation ,
Webinars
Get your Halloween treat early in the day and join us for a Fall Tax Forum at the Williams Mullen Center on Wednesday, October 31. You’re invited to learn how to tame the tax monster when the program gets underway at 8:30...more
Many estate planning provisions of the Internal Revenue Code contain brackets, exemptions, exclusions, deductions, or other figures that the Internal Revenue Service adjusts annually for inflation. On December 22, 2017,...more
On December 22, 2017, President Trump signed Public Law No. 115-97, formerly known as the Tax Cut and Jobs Act of 2017[1], into law (the “2017 Tax Act”).
Increase of Gift, Estate, and GST Exclusions and Exemptions in 2018...more
On Tuesday, March 4, 2014, the Obama administration released its FY15 Budget. At the same time, the Treasury Department issued its accompanying “Green Book” that describes various changes in tax law and the resulting revenue...more
On January 27, 2014, the Internal Revenue Service announced in Revenue Procedure 2014-18 a simplified procedure for certain estates to make a late portability election under section 2010(c)(5)(A) of the Internal Revenue Code....more