Income Tax Planning

You are invited to listen to a complimentary in-depth discussion regarding the Kaestner opinion, where our three leading experts will provide explicit recommendations on structuring and administering trusts to avoid state tax on trust…

For decades, the primary focus of estate planning lectures and publications was about preserving the maximum value of an estate, primarily through estate tax planning.

The Tax Cuts and Jobs Act (the Act) has radically changed income and estate taxation for many Americans, calling for new approaches to various aspects of planning for U.S. individuals. Although changes also were made to…

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal…

This session will begin with a primer on planning for foreign clients who have domestic property or U.S. beneficiaries, including steps that should be taken if the client intends to immigrate to the United States

This webinar will explore the charitable income tax deduction for trusts and estates and also explain how a trust or estate can obtain a charitable deduction even if the governing instrument does not provide for any payment to charity.

This presentation will cover how to make a trust a grantor trust when one should be used and, perhaps, most important, how it should be used.

This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred or later imposed on the property or later relieved.

In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes?

During this webinar we will review the terms of the Achieving a Better Life Experience Act (also known as ABLE). ABLE is new legislation passed in December 2014 which adds section 529A of the internal revenue code.