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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Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the third and final part of How Strong Families Survive Tough Times - Putting it into Practice (part 3 of 3...
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Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the second part of How Strong Families Survive Tough Times - Tackling Communication, Values & Family Co...
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Join Tom Rogerson, CEO from GenLeg Co. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss How Strong Families Survive Tough Times (part 1 of 3) Download the Presentation...
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In April 2020 Peak Trust Company conducted a nationwide survey of advisors, CPAs, and estate planning attorneys. Survey revealed key client concerns that a ROTH conversion can address More than 50% clients have...
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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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