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Don’t forget the 65-day rule March deadline as an opportunity for tax savings

USA - February 7 2022 How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back…

Consider Going Back in Time if You Are an Estate or Trust

USA - January 26 2021 How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back…

New Illinois Trust Code to take effect Jan. 1, 2020

USA - July 12 2019 On July 12, 2019, Illinois Gov. J.B. Pritzker signed House Bill HB1471, which enacts the Illinois Trust Code (ITC) and repeals many of Illinois’…

Leland Moloney

AFRs for May 2019: Lower 7520 rate of 2.8% presents planning opportunities

USA - May 1 2019 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for May 2019. AFRs are published monthly and represent the minimum…

Jennifer Clump Davis, Jody B. Foresee, Keith K. Grissom, Keith A. Herman, William G. Jochens, Thomas H. Mug, Elizabeth L. Pack, Betty Hartzel Schaefer, Kurt Schroeder, Laura Staley, Andrew Wolkiewicz

65-day rule may provide a tax-savings advantage

USA - February 21 2019 How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back…