The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e. 401ks, 403bs, etc.) and...more
Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some proposals would have sidelined a...more
1/5/2022
/ Biden Administration ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Intentionally Defective Grantor Trusts ,
Irrevocable Life Insurance Trusts ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Planning ,
Tax Reform