Keith A. Herman

2020 End-of-Year Estate Tax Planning

USA - October 27 2020 In 2020, the estate/gift and generation-skipping (GST) transfer tax exemptions are each $11.58 million per person, and the tax rate for each is 40…

Protection from tax liens: The crucial importance of timing when protecting assets from creditors

USA - December 11 2019 Each year, Greensfelder hosts a fall Estate Planning Symposium that addresses recent developments in estate planning…

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, William G. Jochens, Garrett C. Reuter, Jr., Thomas H. Mug, Elizabeth L. Pack, Betty Hartzel Schaefer, Kurt Schroeder, Laura Staley, Andrew Wolkiewicz

IRS announces AFRs for January 2019

USA - December 27 2018 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for January 2019. AFRs are published monthly and represent the minimum…

Jennifer Clump Davis, Jody B. Foresee, Keith K. Grissom, William G. Jochens, Garrett C. Reuter, Jr., Andrew M. Mitchell, Thomas H. Mug, Elizabeth L. Pack, Betty Hartzel Schaefer, Kurt Schroeder, Laura Staley, Andrew Wolkiewicz

Best tax planning ideas for 2018

USA - November 26 2018 With an estate tax exemption of $11.18 million in 2018 (rising to $11.4 million in 2019), estate planning has been turned on its head. For most…