Estate Planning
Tax Plan will Take a Bigger Bite Out of 2022 Estates
R. Christopher Rosenthal, CPA/ABV/CFF, ASA, AEP | Brian Broxterman, CFA, ASA | Zachary Reichenbach, CFA, CPA/ABV/CFF The House Ways & Means Committee released its tax proposals on September 13, 2021…
Read MoreBiden Administration’s Tax Changes May Impact Estate Planning
Although nothing has been finalized and presented to Congress, the Biden administration has referenced various proposed tax changes as follows: Raise the top marginal federal income tax rate to…
Read MoreThe Perfect Storm / Unexpected Windfall for Estate and Gift Tax Planning
COVID-19 and the 2020 Election COVID-19 represents a new challenge for our country and the world. The S&P 500 index is down 30% since February, businesses and schools are being…
Read MoreFamily Law and Divorce Tax – Revisited
By: Kris Hallengren, CPA/ABV, CFF, ASA, MSF The Tax Cuts & Jobs Act of 2017 (“TCJA”) was enacted on December 22, 2017 as part of the Fiscal Year 2018 Budget…
Read More