On September 13, 2021, the House Ways and Means Committee formally released its proposed tax provisions to be incorporated into the broader budget reconciliation bill it hopes will pass in the near future (the “Tax...more
Interest rates that are used for loans to family members, loans to trusts and to value gifts to certain trusts have been further reduced as a result of market conditions driven by the COVID-19 pandemic. These historically low...more
As each of us copes with the ongoing challenges posed by COVID-19, we hope this finds you and your families safe and healthy. It can be difficult to think beyond the moment when faced with the daily anxiety and uncertainty...more
4/3/2020
/ CARES Act ,
Coronavirus/COVID-19 ,
Estate Planning ,
Gift Tax ,
Gift-Tax Exemption ,
Income Taxes ,
Relief Measures ,
Retirement Funds ,
Tax Relief ,
Time Extensions ,
Transfer of Assets