Our expert panel discusses some of the proposals President Biden may implement (including reduction of the estate tax exemption, and repeal of the Tax Cuts and Jobs Act) and how clients should prepare for that now.
Most states tax a resident trust on all its income and tax a nonresident trust on income sourced to that state. Practitioners need to take these taxes into account when preparing estate plans for their clients. Join us as we review the latest...
Senator Elizabeth Warren, along with others, have proposed a new wealth tax on ultra-high-net-worth individuals. And some states, such as California, New York and New Jersey, are also considering imposing such a tax. What will this mean for your...
In December’s spending bill, Congress included a significant change to the interest rate assumptions underlying Internal Revenue Code 7702. Our expert panel will explain how this and proposed future tax law changes will impact Private Placement...
In June 2020, top IRS officials announced a renewed examination focus on the business, charitable and personal enterprises of HNW taxpayers. During this session our team of experts will review what to typically expect in these audits and discuss...
As wealth planning continues to evolve, there are new opportunities to encourage and promote a more diverse and inclusive workforce that will allow you to better develop people and ideas and ensure your company’s continued growth. Our panel of...