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Unique tax planning opportunities during uncertain economic times

USA - October 31 2020 During times of a robust economy and increasing portfolio balances, many grasp the importance of implementing planning strategies to shift wealth in...

Elizabeth L. Pack, Jennifer Clump Davis.

Tax Planning in Uncertain Times: Installment Sales to Intentionally Defective Grantor Trusts

USA - August 19 2020 A popular planning technique is an installment sale to an Intentionally Defective Grantor Trust (IDGT) in order to freeze the value of assets in an...

Elizabeth L. Pack, Jennifer Clump Davis.

Tax Planning in Uncertain Times: Family Limited Partnerships and Limited Liability Companies

USA - August 12 2020 A commonly used planning technique is the creation of a closely held business to own family investments, such as a family limited partnership or...

Elizabeth L. Pack, Jennifer Clump Davis.

Tax Planning in Uncertain Times: Creating Grantor Retained Annuity Trusts

USA - August 4 2020 A popular method for transferring assets in a tax-efficient manner, particularly when interest rates are low and asset values are depressed...

Elizabeth L. Pack, Jennifer Clump Davis.

Tax Planning in Uncertain Times: Making or Refinancing Loans

USA - July 27 2020 A simple method for transferring assets in a tax-efficient manner is by making low interest rate loans to family members...

Elizabeth L. Pack, Jennifer Clump Davis.