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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Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should be used in...
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Join Jonathan G. Blattmachr as he discusses 8 Tech Traps and Tips Every Practitioner Must Know...
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Simply put, succession planning entails the steady process of identifying and training potential candidates to fill up key leadership roles in a company for the near future. For many family-run companies, ...
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Thank you for joining us for today's presentation on 2020 year-end estate planning strategies to implement now with Carlyn McCaffrey and Jonathan Blattmachr. Watch the video below. View PDF...
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Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP ele...
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Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...
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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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