With the looming elections, tax planners have taken time to consider what the future of Estate and Gift Tax planning might be under the new Congress. Every new Congress considers changes to the Internal Revenue Code of 1986,...more
11/4/2024
/ Beneficiaries ,
Closely Held Businesses ,
Donald Trump ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Fair Market Value ,
Family Limited Partnerships ,
Gift Tax ,
Gift-Tax Exemption ,
Green Book ,
Heirs ,
Internal Revenue Code (IRC) ,
IRS ,
Kamala Harris ,
Legislative Agendas ,
Proposed Rules ,
Regulatory Agenda ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Transfer of Assets ,
Treasury Regulations ,
Valuation ,
Wealth Management
Real estate business owners face unique challenges that many business owners in other industries do not experience. The real estate market climbs and falls, contractor fees and material costs rise with inflation, and high...more
7/23/2024
/ Estate Planning ,
Estate-Tax Exemption ,
Family Businesses ,
Gift-Tax Exemption ,
Holding Companies ,
Life Insurance ,
Liquidity ,
Real Estate Companies ,
Real Estate Holding Companies ,
Real Estate Transfers ,
SLAT ,
Succession Planning ,
Tax Planning