Estate and Tax Planning

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1 04, 2019

Simplify Your Estate Planning Trust

By |2019-10-01T15:39:45+00:00April 1st, 2019|Estate and Tax Planning, The Advisor, Uncategorized|Comments Off on Simplify Your Estate Planning Trust

March 2019 The Tax Cuts and Jobs Act of 2017 raised the federal gift and estate tax exemption substantially. The Unified Gift and Estate Tax Exemption is now $11,400,000.00 per person for 2019 (for a total of $22,800,000.00 when combined for a married couple). This means that most revocable trusts accomplished before 2018 are antiquated [...]

11 01, 2019

Avoiding Personal Liability and Limiting Taxes: Business Entities after the 2017 Tax Act

By |2019-01-11T20:23:22+00:00January 11th, 2019|Business, Corporate and Venture, Estate and Tax Planning, The Advisor|Comments Off on Avoiding Personal Liability and Limiting Taxes: Business Entities after the 2017 Tax Act

Business activities, no matter how small, come with risk as well as tax liabilities, both of which can be reduced by operating through a legal entity --- a limited liability company or corporation. The Federal corporate tax rate for C Corporations[1] has plunged, down to 21%; a 20% qualified business income deduction applies to limited [...]