Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning.
Wealthy individuals and families should take...more
10/19/2023
/ Charitable Lead Annuity Trust ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift-Tax Exemption ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Inflation Reduction Act (IRA) ,
Internal Revenue Code (IRC) ,
IRS ,
Promissory Notes ,
Qualified Small Business Stock ,
Renewable Energy ,
Spousal Lifetime Access Trust (SLAT) ,
Tax Incentives ,
Tax Planning ,
U.S. Treasury ,
Wealth Management