With the president’s signing of the tax bill into law, there will be major new opportunities starting in 2018 to minimize the tax cost of transferring wealth. ...more
In Depth -
UPDATED as of November 16, 2017: On November 16, the US House of Representatives passed its version of the Tax Cuts & Jobs Act. On that same day, the Senate Finance Committee approved its tax plan, although the...more
In Depth -
UPDATE: On November 9, 2017, the Senate Finance Committee released “policy highlights” of its forthcoming version of the Tax Cuts & Jobs Act. Like the House bill, the Senate version doubles the “death tax”...more
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The Tax Cuts and Jobs Act introduced by House Ways and Means Committee Chairman, Kevin Brady, on November 2, 2017, if enacted in its current form, would make the following changes to the federal estate, gift and...more