Tag: estate planning
Estate Tax Planning in 2021: What You Can Do Now
While the gift and estate tax exemption is scheduled to drop to approximately one-half the…
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House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…
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Avoid These Costly Financial Planning Mistakes
Financial planning is about proactively planning, investing and protecting your assets, but sometimes we introduce…
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Treasury’s Green Book: Individual, Capital Gains, and Estate Tax
The Treasury's "Green Book" provides more details on the Biden administration's individual tax proposals previously…
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Preparing for Potential Tax Increases Under the Biden Administration
Under the Biden Administration, the American Families Plan and other tax proposals may complicate the…
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Family Wealth Planning for Business Owners & Entrepreneurs
As a business owner or entrepreneur, you’ve always been rightfully focused on the financial vitality…
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Individual Tax Planning for 2021 and Beyond
As we start a new year, we wanted to share a few reminders of ways…
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Year-End Estate Planning Opportunities
Based on the expected makeup of the government next year, there are a number of…
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Year-End Tax Planning Under a Biden Presidency
Under a President Biden, significant tax law changes are possible, including as it relates to…
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Year-End Financial Planning Checklist
We highlight a few of the common themes, answer some frequent questions, and summarize steps…
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