Category: Income Tax Planning

SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…

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Gift Tax Exemption: Plan Today for Upcoming Changes

  Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/

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Post-Exit Planning Video 8-Building a Family Legacy

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. (more…)

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Post-Exit Planning Video 6-New Retirement Options

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…

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Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees

Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating…

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Pre-Exit Planning Video 2-Family-owned business issues, Management Buy-outs

Please join Wayne M. Zell, Esq. for this 2nd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating…

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Pre-Exit Planning Video 1-The Team and the End Game

Please join Wayne M. Zell, Esq. for this 1st of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and assembling the “dream”…

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Tax Act Changes Affecting Real Estate

By now, you have been bombarded with summaries and articles on the 507-page tax bill, formerly known as the “Tax Cuts and Jobs Act” of 2017, and signed into law…

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Tax Bill – More Observations on Individual Changes

In the few days remaining to manipulate your 2017 income tax liability, keep in mind the following additional points raised in the tax bill that was just signed by the…

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Tax Bill – More on the New 20% Pass-Through Deduction

As I noted in a prior blog post, the new tax bill (TCJA) creates new Code Section 199A that provides for a 20% deduction for the non-wage portion of pass-through income. NOTE:…

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