February 09, 2021 Will Congress Turn Back Time on the Estate Tax? by Robert Dietz, Thomas Pauloski Is sweeping tax reform right around the corner? A large gift could result in a gift tax if Congress reduces the basic exclusion amount later this year while making it effective January 1, 2021. How should you handle the ambiguity? Tax Management, Trust & Estates, Wealth Planning Likes 1 SHARE Bookmarks
December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 18, 2020 The Window Is Closing for Donors to CARE by Jennifer Ostberg The CARES Act helped spur a tremendous outpouring of generosity in 2020. But many of its charitable giving tax incentives apply only to this year. Donors should mobilize now before those tax benefits disappear. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Tax Management Likes 0 SHARE Bookmarks
October 20, 2020 Single-Stock Risk: Should You Make a Preemptive Move? by Pavan W. Auman The winds of change are brewing in Washington. Will single-stock diversification strategies, like exchange funds and CRTs, remain relevant if Biden wins? Election, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
September 24, 2020 What Happens to Tax Deferral If Biden Wins? by Pavan W. Auman With polls showing the potential for a Democratic victory, some are asking how tax reform might look under a Biden administration, and whether maximizing your tax-deferred savings still makes sense. Tax Management Likes 0 SHARE Bookmarks
September 08, 2020 How Will the Election Affect the Market? by Matthew D. Palazzolo, Christopher Brigham With the 2020 election rapidly approaching, we look at how the market factors in elections and what that means for investors in the coming months. Economics, Policy & Regulation, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
August 31, 2020 Winter Is Coming…Plan Ahead for Potential Tax Changes by John McLaughlin, Paul Robertson Musical chairs in Washington could spell higher tax rates for capital gains. With a potential hike on the horizon, should investors accelerate gains to take advantage of a more favorable landscape? Tax Management Likes 0 SHARE Bookmarks
February 04, 2020 Charitable Gifts and a DAF: Better Together? by Shea McCabe, Jennifer Ostberg Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know. Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 30, 2020 Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction by Robert Dietz Fewer estates will likely benefit from an estate tax charitable deduction. Is there a way to structure bequests to still provide a tax advantage? Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
December 16, 2019 Which Charitable Gifts Give the Best Tax “Bang for the Buck”? by Anne Bucciarelli Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial. Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
December 03, 2019 Tips for Making Your Charitable Donations Count by Robert Dietz, Jennifer Ostberg Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 02, 2019 Don’t Miss Out on These Year-End Tax Strategies by Christopher Clarkson, Tara Thompson Popernik The end of the year may be your last chance to take advantage of strategies to lower your tax bill for 2019. But don’t wait till the last minute. Find out if these strategies are appropriate for you. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
October 28, 2019 When It Comes to QSBS, Timing Is Everything by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Eligibility for the Qualified Small Business Stock exclusion requires a deep understanding of the rules. Yet one truism seems to apply: timing is everything. Business Owners, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks