Posts by Kristina Schneider
The Curious Case of the Exponential Growth of the NING Trust to Save State Income Taxes
By Steven J. Oshins, Esq., AEP (Distinguished) It’s the year 2017. The tax world seems to be relatively similar to that of 2016. But one tax-saving technique seems to have certainly taken on a life of its own this year. This technique is called a NING Trust. In prior years, although there were plenty of…
Read MoreWhy Every Estate Planning Attorney Needs a “Coach” and Key Features Their Coaching Program Should Have!
By Kristina Schneider, Executive Assistant Having spent the last 13 years working side-by-side estate planning attorneys throughout the country – – with various levels of experience and types of practices – – it is very clear to me that just about every single estate planning attorney that is running his or her own practice needs…
Read MoreThe Client ISN’T Always Right – Tips on When and How to “Fire” a Client
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Some of the first jobs that I ever had were in the retail and customer service industries. I can recall, in much of the training that I received, being told the old adage that…
Read MoreFree Webinar – Estate Planning in 2017 & Beyond
Courtesy of WealthCounsel, LLC Ever since 2001, the keyword for estate tax planning has been “flexibility.” Thanks to a 10-year phased-in temporary estate tax repeal, followed by a massive economic recession, and then followed by the Tax Act of 2012 that effectively repealed estate tax for all but 0.2% of the population in the United…
Read MoreWhat a Donald Trump Presidency Means for Estate Planning
By Jeramie Fortenberry, J.D., LL.M. (Taxation)Executive Editor & Legal Education Faculty WealthCounsel, LLC In a surprising upset, Republican candidate Donald J. Trump defeated Secretary Hillary Rodham Clinton on November 8, 2016, to become President-elect of the United States. Republicans maintained a majority in the Senate and the House of Representatives, creating alignment between the White…
Read MoreTrump Wins: A Brave New World for Estate Planners
By Jonathan G. Blattmachr, Esq. & Martin M. Shenkman, CPA/PFS, AEP (Distinguished), MBA, J.D. Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. “The election of Donald J. Trump as our 45th President was largely unexpected. It is difficult to forecast what…
Read MoreFLASH FRIDAY PROMOTION — DECEMBER 2016
OUR FLASH FRIDAY PROMOTION IS OVER!
Read More2017 Exemption Amount Released
The Internal Revenue Service has released Rev. Proc. 2016-55, which announced the 2017 exemptions and various tax adjustments as follows: The annual gift exclusion remains at $14,000 The unified gift and estate exemption is adjusted to $5,490,000 The annual exemption for gifts to a non-U.S. citizen spouse is $149,000
Read More2016 WealthCounsel Symposium Debrief
By Kristina Schneider, Executive Director It’s Tuesday, October 25, 2016 and I just returned to the office from the 2016 WealthCounsel Symposium in Washington, D.C. The annual conference for WealthCounsel is always one that is a bit personal to me, as it was the conference I first attended a week after Phil hired me back…
Read MoreHow to Write a Proper Business Letter
Download Printable Article By Kristina Schneider, Executive Assistant Writing a business letter seems somewhat common knowledge or perhaps common sense to most people; however, it’s sometimes shocking to see how many administrative staff members – – even those with a college education – – are completely incapable of writing business letters. In this article, we…
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