In response to the COVID-19 pandemic and the resulting financial market turmoil, taxpayers are left with many questions regarding their obligations and the future of their holdings. In the near term, taxing authorities across...more
3/25/2020
/ Business Succession ,
Charitable Deductions ,
Coronavirus/COVID-19 ,
Donor-Advised Funds (DAFs) ,
Estate Planning ,
Filing Requirements ,
Gift Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Income Taxes ,
Roth Conversions ,
Tax Deductions ,
Tax Planning ,
Tax Relief ,
Tax Returns ,
Wealth Management
Exemptions and Rates -
On Jan. 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 (ATRA) into effect to avoid the “fiscal cliff,” setting the unified Federal gift and estate tax exemption at $5...more