| October 19, 2016 Carol Kroch When the candidates’ proposals are viewed through a philanthropic lens, it demonstrates how different a proposal can seem depending on a taxpayer’s individual circumstances. FULL ARTICLE |
Joseph C. Mahon Under the proposal, the exemption is to increase to $2 million for the year 2017, and the estate tax is to be repealed beginning in 2018. FULL ARTICLE |
Robert Pagliarini One of the big fears clients have when working with tax, legal and financial advisors is that they’re giving up control. FULL ARTICLE |
Anna Sulkin October is national estate planning awareness month; find out how advisors can step in to help improve financial literacy. FULL ARTICLE |
Dawn S. Markowitz In a recent PLR, the taxpayers requested rulings regarding the generation-skipping transfer tax consequences of three events: the resignation of a trust’s co-trustees, the appointment of successor trustees, and proposed amendments to trust provisions relating to successor trustees. FULL ARTICLE |
| |
| |