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Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals June 24, 2024
The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...
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Understanding the Benefits of Self-Canceling Installment Notes May 20, 2024
The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. If you own accounts or property ...
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Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings? May 6, 2024
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act, ...
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Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis April 20, 2024
In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...
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Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis April 20, 2024
In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...
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Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals August 14, 2023
A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...
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