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The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.
September 30Johnson Financial Group -
The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.
September 21 -
The problem with some tax credits; a PPP forgiveness portal; crypto replies; and other highlights from our favorite tax bloggers.
August 3 -
Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.
July 13 -
The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.
July 9 -
The administration is aiming at trusts — particularly dynasty trusts, vehicles that wealthy families can use to benefit multiple generations of descendants.
June 30 -
Even with just a few days remaining in 2020, a trustee can still employ tax-saving strategies.
December 24Prairie Trust -
Robert T. Brockman was just putting the finishing touches on a new private equity fund when worrisome news arrived. Law enforcement agents had raided the home of a tax lawyer in Texas who had worked for him.
October 5 -
The regs clarify that certain deductions aren’t to be considered miscellaneous itemized deductions.
September 21 -
It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31Proquility Private Wealth Partners