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Personal Planning Strategies

USA - December 16 2021 The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act"). In…

Nathaniel W Birdsall, Daniel W. Hatten, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Caroline Robbins, Jay D Waxenberg

Wealth Management Update

USA - December 8 2021 Federal interest rates increased slightly for December of 2021 but remain fairly low historically. The December Section 7520 rate for use with estate…

Michael A. Firestein, Nathaniel W Birdsall, Daniel W. Hatten, Stephanie E Heilborn, Steven H. Holinstat, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Matthew Triggs, Jay D Waxenberg

Wealth Management Update

USA - November 11 2021 Federal interest rates increased slightly for November of 2021. The November applicable federal rate ("AFR") for use with a sale to a defective…

Nathaniel W Birdsall, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Jay D Waxenberg

Wealth Management Update

USA - October 6 2021 Federal interest rates increased slightly for October of 2021. The October applicable federal rate ("AFR") for use with a sale to a defective grantor…

Nathaniel W Birdsall, Albert W Gortz, Andrew M Katzenstein, David Pratt, Lindsay A Rehns

Personal planning strategies- Act now before the window of opportunity close

USA - October 5 2021 By now you have probably heard that the House Ways and Means Committee introduced legislation a few weeks ago (see Let the Estate Tax Planning Games…

Nathaniel W Birdsall, Albert W Gortz, Stephanie E Heilborn, Andrew M Katzenstein, Henry J. Leibowitz, David Pratt, Lindsay A Rehns, Jay D Waxenberg