Tag: estate tax

2021 year end tax planning individuals
2021 Year-End Tax Planning for Individuals

As we approach year end, now is the time for individuals, business owners, and family…

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estate tax planning 2021
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 Committee Releases Tax Proposals
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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Green Book Individual Tax
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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Biden Tax Increase Wealthy
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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White House American
White House Unveils Plan to Help American Families By Increasing Taxes on the Wealthy

The White House unveiled a plan to assist middle- and low-income families that would be…

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Biden's Tax Plans: Policy Changes Unclear
Biden’s Tax Plan: Democrats Have Control, But Tax Reform Details Remain Unclear

Biden has indicated that his administration may consider changes to the corporate tax rate, capital…

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Estate Planning - Family Generations
Year-End Estate Planning Opportunities

Based on the expected makeup of the government next year, there are a number of…

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Trump vs. Biden Tax Plans
Comparing Trump & Biden’s Potential Tax Policies

Side-by-side snapshots of current and potential future tax policies of President Trump and Vice President…

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2020 Inflation-Adjusted Items from IRS
Updated 2020 Inflation-Adjusted Items for Individual Tax Planning

The IRS released the inflation-adjusted items for 2020 for various provisions of the Internal Revenue…

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