As policymakers continue to debate the future of the estate tax, estate planners are once again faced with a period of significant uncertainty. With the scheduled expiration of the 2017 Tax Cuts and Jobs Act pr...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May| 2025 Highlights U.S. markets faced a challenging first quarter. U.S. large-cap stocks ended the first quarter down 4%, while U.S. smal...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. January | 2025 Highlights U.S. large-cap stocks reached over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks g...
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Estate tax laws are once again at a crossroads, with potential changes that could significantly impact estate planning strategies. As 2026 approaches, practitioners and clients must prepare for multiple possibl...
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Removing financial obstacles for the next generation of legislative leaders. ANCHORAGE, Alaska, March 3, 2025 /PRNewswire/ - A national leader in complex and sophisticated estate planning, Peak Tr...
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NEWARK, Delaware, Feb. 5, 2025 /PRNewswire/ - The University of Delaware's Professional and Continuing Studies (PCS) is set to welcome the first cohort of Peak Trust Management Certificate students.......
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The step-transaction doctrine is an essential yet often overlooked principle in estate planning and tax strategy. It allows the IRS to reclassify a series of formally separate steps as a single integrated trans...
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The Corporate Transparency Act (CTA) introduces complex reporting requirements that can significantly impact trusts. If a trust owns equity in a reporting company, individuals named as powerholders may face sub...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2024 Highlights U.S. large-cap stocks gained 5.9% during the third quarter, while U.S. small-cap stocks rose 9.3%. The Bloomberg...
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