Planning now in light of Van Hollen’s STEP proposal, the Sanders’ proposal, various income tax proposals, and President Biden’s comments. Inter-relationship of income tax changes, Sanders and Van Hollen i...
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The TCJA doubled the Basic Exclusion Amount and GST exemption in 2018-2025 ($10,000,000 in 2011 dollars) In 2026 the exemptions revert to pre-TCJA law (5,000,000 in 2011 dollars) Give the success of Democrats i...
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Biden is the President-Elect, and the House is Democratic. At this juncture, we now know that the Senate is split so that the tie vote is cast by Vice President-elect Harris How might this planning be modifie...
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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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Great risk and greater uncertainty due to the pandemic often means lower values and greater valuation discounts. In the current economic environment, investors face unprecedented degrees of risk and uncertainty...
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Taxpayers in high tax states (e.g. California, New Jersey, Illinois, Oregon) want to take advantage of zero tax states (e.g. Alaska and Nevada). Shifting income recognition...
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In this video and presentation we tackled the following topics: Valuation date / transfer date considerations in light of COVID. Given the rebound in equity markets, has the opportunity for gifting passed? Im...
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The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to...
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