Dotting All the “i’s”
An important reminder during tax season: it is necessary to adequately disclose all taxable gifts on a gift tax return. This article provides a good summary of the adequate disclosure requirements.
The Answer is Blowing in the Wind
The tax winds continue to blow haphazardly in Washington, but for now the estate tax provisions included in earlier versions of the tax bill have been omitted. Stay tuned…
Threatening Estate Tax Changes
The tax bill recently proposed by the House Ways & Means Committee could have a significant impact on estate planning strategies. Read what will be affected if the bill passes as proposed.
Don’t Look a Gift Horse…
Is a net gift right for you?
The Tax Man Cometh
This article provides an insightful summary of the proposed estate tax changes contained in the Bernie Sanders tax bill. Spoiler alter: it is sweeping and would alter the estate planning landscape significantly. Move quickly if you wish to avoid its implications
Post Covid-19 Estate Planning
This extraordinary moment in our economy is an opportune time to take advantage of certain estate planning strategies.