2023 Year-End Planning Checklist
This has been another year of uncertainty in current events and in U.S. financial markets. One thing that remains true and steadfast is the obligation to pay income taxes. Regardless of what the future brings, proactive year-end planning is...
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Estate Planning Strategies for 2023
This could be an opportune time to consider transferring wealth to future generationsâby transferring assets (at lower values) prior to scheduled law changes. Read on to learn about our top suggestions.
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Recent Estate & Gift Tax Proposal and Bills
Legislation that would significantly change the Estate, Gift, and Generation-Skipping Tax landscape has recently been proposed. While it is hard to predict whether any of the proposals will be enacted, we feel it is wise to plan for the...
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Our 2020 Year-End Planning Checklist for Uncertain Times
One adjective that describes this year is âuncertainâ. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
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Proposed Regulations on Carried Interest Taxation
The TCJA quietly added a provision to tax certain âcarried interestsâ at a higher tax rate. That additionâInternal Revenue Code Section 1061 (IRC 1061)âtaxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...
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