Earlier this year the stock market entered bear market territory. This happens when the market declines more than 20% or more from its most recent high. The market decline has been attributed to several factors including...more
6/30/2022
/ Charitable Remainder Trust ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Inflation Adjustments ,
Irrevocable Trusts ,
IRS ,
Market Volatility ,
Qualified Personal Residence Trust ,
Roth Conversions ,
Tax Planning ,
Wealth Management
On November 26, 2019, the Treasury Department and the IRS issued final regulations under IR-2019-189 confirming that there will be no “clawback” for gifts made under the increased estate and gift tax exclusion put in place by...more
1/3/2020
/ Clawbacks ,
Estate Planning ,
Estate Tax ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
New Legislation ,
Tax Cuts and Jobs Act ,
Tax Exemptions ,
Tax Planning ,
Tax Rates ,
Tax Reform ,
Trump Administration ,
Wealth Management