Alerts & Articles /

Tax for Individuals and Families


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SEP
13
2017

Trust & Estate Insights September 2017

IN THIS ISSUE • Do You Need to File a Gift or Estate Tax Return? • Estate Planning Red Flag: You Haven’t Substantiated Your Charitable Gifts • 3 Reasons You Should Continue Making Lifetime Gifts • Estate Planning Red Flag: Your Trust Owns S Corporation Stock


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MAR
28
2017

Disclosure of Foreign Accounts: 4 Facts about FATCA

The Foreign Account Tax Compliance Act (FATCA) requires certain U.S. taxpayers who have interests in “specified foreign financial assets” to provide information to the IRS. This article offers four facts for individuals about FATCA, such as which assets need to be reported and who might be exempt from the law’s requirements. If you hold assets […]


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JAN
27
2017

2017 Inflation-Adjusted Figures for Trust, Estate and Gift Tax

Here is a brief overview of the anticipated 2017 figures related to estate and gift tax as well as taxes on foreign gifts and foreign income.


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NOV
22
2016

Significant Tax Changes Anticipated with a Trump Presidency & Republican House

In the wake of the election results, veteran Washington analysts are suggesting that major tax changes for individuals and businesses may be more likely than not in 2017 or 2018.


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SEP
30
2016

Trust & Estate Insights September 2016

INSIDE THIS ISSUE • When an Inheritance Is Too Good to Be True: How Income in Respect of a Decedent Works • Know Your Options for Business Interest Transfers • Beware the Transfer-for-Value Rule When Dealing with Life Insurance • The Section 1031 Exchange: Why It’s Such a Great Estate Planning Tool


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AUG
09
2016

Proposed Regulations Might Affect Your Estate Plan

Last spring, the IRS and U.S. Treasury announced upcoming changes to how equity is valued in family-owned entities, such as closely-held corporations, partnerships or LLCs. On August 4, the IRS formally published those proposed rules.


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DEC
23
2015

Favorable Tax Extenders Enacted

On December 18, 2015, the President signed into law the Protecting Americans from Tax Hikes Act of 2015 (PATH). The Act retroactively extends many favorable tax provisions that had expired at the end of last year. Some of the provisions are made permanent by the Act.


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SEP
17
2015

Trust & Estate Insights September 2015

INSIDE THIS ISSUE • Life Insurance – A Powerful Estate Planning Tool for Nontaxable Estates • 4 Ways to Transfer a Family Business • The BDIT – Realize Estate Planning Benefits while Retaining Control • 21st Century Estate Planning Accounts for Digital Assets


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SEP
04
2015

Major Changes to 2016 Tax Year Deadlines

Recently the President signed a new law that changes the due dates for partnerships, corporations, estates and trusts, and individuals with foreign accounts. The law is known as P.L. 114-41, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015.


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JUL
29
2015

It’s April in July: Time for a Mid-Year Tax Checkup

Once the summer hits, it’s tempting to detach from the daily grind and focus on vacations and summer projects. But we want to encourage you to spend 15 minutes with your accountant now, to save time and effort later. Some of these ideas may apply to you, some to family members, and others to your […]

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