Recent Tax Proposals Impacting Individuals and Estates On September 13, 2021, The House Ways and Means Committee released proposed legislation including, among other...
New Rules for Electing Residential Rental Property Owner
Feb 16, 2021 | Estate Planning, Real Estate, Tax
On December 27, 2020, former President Trump signed the Consolidated Appropriations Act (CAA) This bill contains tax provisions affecting many industries, including the...
Client Memo – Estate Beneficiary
Dec 17, 2020 | Client Memo, Estate Planning, Real Estate
Dec 17, 2020 | Estate Planning
If you own an interest in a family-owned or other closely held business, a buy-sell agreement is a valuable document to have in place. These agreements specify whether...
Qualified Personal Residence Trust
Dec 17, 2020 | Estate Planning, Real Estate
Dec 17, 2020 | Estate Planning, Real Estate, Retirement
The Tax Cuts and Jobs Act (TCJA) signed into law this past December affects more than justincome taxes. It’s brought great changes to estate planning and, in doing so,...
Client Memo – Estate Planning Suggestion
Nov 19, 2018 | Client Memo, Estate Planning
With the end of the year fast approaching, we would like to remind you that this is a good time to evaluate your estate planning needs and strategies and consider...
Client Memo – Estate Planning
Aug 16, 2016 | Client Memo, Estate Planning
Two weeks ago the IRS issued proposed regulations that are aiming to eliminate the long-held practice of valuation discounts for lack of marketability and control for...