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The End of a Decade of Uncertainty Over Gift and Estate Taxes
FOR many of the wealthy, the American Taxpayer Relief Act, passed this week by Congress, is aptly named. For estate and gift taxes in particular, all but the richest of the rich will probably be able...
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IRS Increases Exemption From Estate Tax to $5.25 Million
Taxpayers will be able to leave an extra $130,000 to their heirs free of estate taxes this year under cost-of-living adjustments announced by the Internal Revenue Service. The estate-tax exemption for...
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Orion Rapidly Becoming the Apple Computer of the Advisor World
As demand for apps and new technology increases, advisors turn to Orion Advisor Services for the latest tools to help haul in AUM, cut costs and sweep money left on the table into advisors’ bank...
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Estate Tax Bill Clears NC House Committee
After more than an hour of debate, the House Finance Committee voted 24-10 Wednesday to approve a bill that would eliminate the state’s estate tax. Republicans repeatedly called the levy a “death tax,”...
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New Efforts To Kill Estate Tax Won’t Cure Bill Davidson Heirs’ $2.8 Billion...
IRS claims the Detroit auto parts magnate’s estate planners dramatically undervalued his company for gift tax and SCIN purposes. All the wrangling in Congress is unlikely to save the already feuding...
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Gifting Can Be a Powerful Tool To Help Minimize Estate Taxes, says Atlantic...
Smart estate planning means more than just knowing who to name as a beneficiary. Making the most out of certain tax exemptions, like gifting, combined with taking steps to prevent costly oversights...
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Senator Proposes 65% Estate Tax
Wills, Trusts & Estates Prof Blog by Gerry W. Beyer As Republicans work to reduce federal estate tax rates, Senator Bernie Sanders counters with a completely opposite approach: an estate tax with...
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Where Not To Die In 2015
Forbes article by Ashlea Ebeling Moving to New York to avoid state death taxes? Really. John McManus, an estate lawyer in New Providence, N.J., has a retired client pulling in $500,000 a year in...
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Estate Tax Provisions For Married Couples in Recent Wills, Trusts May Be...
The Woodlands Villager article by Kirk R. Wilson, J.D., LL.M. As the result of recent major tax law changes, the tax planning provisions incorporated into wills and trusts created for married couples...
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Congressman Introduces The Death Tax Repeal Act
Congressman Mac Thornberry filed his first bill of the 114th Congress on its opening day. The Death Tax Repeal Act (H.R. 173)” will completely and permanently repeal the Federal estate, gift, and...
View ArticleHas SCOTUS Created a Way to Get Around the Estate Tax?
American Thinker opinion article by Vel Nirtist Sometimes, at a most solemn moment, a most irreverent thought shoots through the mind. When I heard that the US Supreme Court legalized gay marriage, my...
View ArticleIRS Increases Exemption From Estate Tax to $5.25 Million
Taxpayers will be able to leave an extra $130,000 to their heirs free of estate taxes this year under cost-of-living adjustments announced by the Internal Revenue Service. The estate-tax exemption for...
View ArticleClik here to view.
Orion Rapidly Becoming the Apple Computer of the Advisor World
As demand for apps and new technology increases, advisors turn to Orion Advisor Services for the latest tools to help haul in AUM, cut costs and sweep money left on the table into advisors’ bank...
View ArticleEstate Tax Bill Clears NC House Committee
After more than an hour of debate, the House Finance Committee voted 24-10 Wednesday to approve a bill that would eliminate the state’s estate tax. Republicans repeatedly called the levy a “death tax,”...
View ArticleClik here to view.
New Efforts To Kill Estate Tax Won’t Cure Bill Davidson Heirs’ $2.8 Billion...
IRS claims the Detroit auto parts magnate’s estate planners dramatically undervalued his company for gift tax and SCIN purposes. All the wrangling in Congress is unlikely to save the already feuding...
View ArticleClik here to view.
Gifting Can Be a Powerful Tool To Help Minimize Estate Taxes, says Atlantic...
Smart estate planning means more than just knowing who to name as a beneficiary. Making the most out of certain tax exemptions, like gifting, combined with taking steps to prevent costly oversights...
View ArticleClik here to view.
IRS Expected To Face Pushback Against New Estate Tax Rules
The IRS may face an uphill battle as it works to finalize recent proposed regulations meant to curb certain estate and gift tax planning tactics, according to practitioners. The proposed regulations...
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So Much For The Estate Tax Compromise
The estate and gift tax has a long history in the United States. The current version celebrated its 100th birthday on September 8, but there were legacy tax experiments throughout the 19th century. The...
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3 Considerations For An Irrevocable Life Insurance Trust
If you’re concerned about your family paying estate taxes when you die, setting up an irrevocable life insurance trust (or ILIT) may be a smart move. An ILIT can help provide liquidity to pay estate...
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Trump’s Proposed Tax Changes to Benefit the Ultra Wealthy, Hurt Philanthropy
Commentary on the New York Times article by Paul Sullivan Donald Trump’s victory in the U.S. presidential election could make it much easier to build dynastic levels of wealth for the country’s...
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