USA - September 20 2021
Earlier this week, the House Ways and Means Committee issued draft text for proposed tax changes to include in the Democrats’ broader budget…
Cristine M. Sapers, Jennifer M. Smith
USA - June 22 2021
For the first time in almost five years, the Treasury Department has released its "Green Book." The Green Book provides General Explanations of the…
Cristine M. Sapers, Jennifer M. Smith
USA - July 19 2020
The upcoming November election could bring significant changes in tax laws impacting estate and wealth-transfer planning for our clients. Don’t wait…
Ryan M. Austin, Leah M. Bishop
USA - August 5 2016
Many sophisticated estate planning techniques include gifts, sales, or other transfers to family members that incorporate significant discounts on…
Leah M. Bishop