On March 25, 2021, Senator Bernie Sanders introduced the For the 99.5 Percent Act (the “99.5 Percent Act”) which proposes to modify the estate, gift and generation-skipping transfer tax.
Proposed Estate and Gift Tax Rates...more
Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties:
- Gifting to a non-citizen spouse
- The difference between U.S. “residency” for...more
1/19/2021
/ Continuing Legal Education ,
Estate Planning ,
Estate Tax ,
Foreign Assets ,
Foreign-Citizen Spouses ,
Gift Tax ,
Gifts ,
Income Taxes ,
International Tax Issues ,
Non-Citizens ,
Non-Residents ,
Tax Planning ,
Webinars
Updated as of April 10, 2020 at 5:00 p.m. -
Over the last few weeks, various taxing authorities have issued guidance alleviating several of the annual upcoming deadlines and provided additional useful tax planning...more
Over the last few weeks, various taxing authorities have issued guidance alleviating several of the annual upcoming deadlines and provided additional useful tax planning information. The guidance is changing almost daily, and...more
4/1/2020
/ Coronavirus/COVID-19 ,
Corporate Taxes ,
Estate Tax ,
Filing Deadlines ,
Franchise Tax Board ,
Generation-Skipping Transfer ,
Income Taxes ,
Interest Rates ,
IRS ,
Property Tax ,
State of Emergency ,
State Taxes ,
Tax Returns ,
Time Extensions
Earlier this week, amended SB-378 was introduced in the California Legislature providing for the reinstatement of an estate tax and the imposition of a new gift and generation-skipping transfer tax (collectively, “Transfer...more
Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive -
The Internal Revenue Service (IRS) recently released proposed regulations that will dramatically change the valuation of...more
With the holiday season upon us, we all have so much to be thankful for: our health, happiness, Amazon Prime shipping, and — if you’re Lindsay Lohan — an extra $100k from your Uncle Charlie* (Sheen) to help you out of your...more