Category: Estate & Gift Tax Planning

27 Trusts-#6 Charitable Lead Trusts with Wayne Zell

This video blog with Wayne Zell outlines the key features and functions of Charitable Lead Trusts. The CLT can reduce estate/gift taxes and fulfill charitable goals.

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27 Trusts-#5 Charitable Remainder Trusts with Wayne Zell

Please join Wayne Zell for this video blog that explains briefly the advanced estate planning idea known as the charitable remainder trust.

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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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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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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-Estate and Gift Tax Changes

Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no…

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House Passes Tax Bill!

The U.S. House of Representatives on Tuesday approved a nearly $1.5 trillion bill that would deliver deep and permanent tax cuts for corporations and lower rates for most American households…

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Estate/Gift Exemption and Exclusion Rise in 2018

The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual…

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Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to…

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Link to Tax Reform Framework

Following up on my earlier post, here is a link to the Tax Reform Framework.

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