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A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.
March 20 -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
Significant tax and legal issues may be triggered with some types of estate planning arrangements.
October 10Goldberg & Goldberg -
ERC questions; rethinking revenue; Ozempic and Wegovy; and other highlights from our favorite tax bloggers.
August 29 -
If partners do not have a buy-sell agreement and one of them dies or is suddenly disabled, there will be problems between the survivors and the family of the affected partner.
August 21WithumSmith+Brown PC CPAs -
The recent case of Aretha Franklin's estate highlights the issues surrounding these handwritten testaments.
August 8 -
A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.
May 8WithumSmith+Brown PC CPAs -
The Internal Revenue Service issued a revenue ruling that aims to prevent abuse of stepped-up basis adjustments in irrevocable grantor trusts.
March 30