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Tax Planning

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Projecting the Year-by-Year Estate and Gift Tax Exemption Amount

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Did You Know That Nevada Has Laws Allowing for Larger Valuation Discounts Than in Every Other State?

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Steve Oshins Releases the 8th Annual Non-Grantor Trust State Income Tax Chart!

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IRS PLR Approves Adding Formula General Power of Appointment for Basis Step Up

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Basis Bump Planning: Using Grandma to Get a Stepped-Up Income Tax Basis

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Will the Build Back Better Act Apply an 8% Surtax on Taxable Income in Trusts for Children?

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Is 2021 the Greatest Year Ever for Estate Planners?

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The Irrevocable Life Insurance Trust

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The Floating Spouse Provision and More: Designing a Spousal Lifetime Access Trust for Maximum Access and Maximum Divorce Protection

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Poll Results: The New First-Tier Trust Jurisdictions

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