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Estate Planning from Home Checklist

USA - May 7 2020 As stated in our previous webinar, Turning Limes into Margaritas: Recipes for Estate Planning You Can do Today, please see below for a checklist on…

Sarah H. B. Kahl, Anna Katherine (A.K.) Moody

Individual Taxpayers and the 2016 Election: What Next?

USA - November 18 2016 The pendulum has swung. The shift to a Republican President next year, working with a Republican House and Senate, increases the likelihood for tax…

Grace Chung, Samuel Olchyk, A. Christopher Sega

Potential elimination of discounts on transfers to family members

USA - August 5 2015 The window of opportunity to benefit from valuation discounts when transferring assets to family members may be closing very soon. Representatives of…

Sarah H. B. Kahl, Elizabeth R. Glasgow, Nicholas C. Guerra, A. Christopher Sega, Stefan F. Tucker

Unprecedented opportunity to make tax-free gifts in 2012

USA - February 21 2012 The tax laws in place for 2012 are the most favorable they have ever been for wealthy individuals who would like to make gifts to their loved ones without paying any gift tax. 

Ashley C. Short, Jeffrey K. Gonya

Gifting and other tax planning opportunities in 2011

USA - November 11 2011 As many of you already are aware, on December 17, 2010, Congress passed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010.