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Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.
February 15 -
Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.
January 24 -
Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.
December 14 -
Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.
December 8 -
Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.
October 12 -
Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.
October 4 -
The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.
September 30Johnson Financial Group -
The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.
September 21 -
Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.
July 13 -
(Bloomberg) — An unpleasant surprise for wealthy Americans lurks halfway through a 114-page document released by the U.S. Treasury late last month.
June 29