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PRESERVATION - Family Wealth Protection & Planning Blog

Articles: 1-10 of 74

Powers of attorney for your college-age child

USA - July 31 2019 For the parents of students entering college this fall, you may have a long checklist of to-do items already. It’s possible you are missing one of…

AFRs for August 2019 drop below 2% for short- and mid-term loans

USA - July 19 2019 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for August 2019. AFRs are published monthly and represent the minimum…

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’…

Stretched to the limit: Stretch IRAs may be going away under the Secure Act

USA - July 8 2019 On May 23, 2019, the U.S. House of Representatives, by a vote of 417 to 3, passed legislation called Setting Every Community Up for Retirement…

Supreme Court finds for trust in state income tax case

USA - June 28 2019 On June 21, 2019, the U.S. Supreme Court unanimously decided in favor of a taxpayer trust, finding that the state of North Carolina could not tax the…

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…

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…

IRS lists AFRs for March 2019

USA - February 19 2019 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for March 2019. AFRs are published monthly and represent the minimum…

IRS releases AFRs for February 2019

USA - February 4 2019 The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for February 2019. AFRs are published monthly and represent the minimum…

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…