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The Potential Impact of Proposed Sec. 2704 on FLPs & Family Transfers
Commonly used valuation discounts for intra-family transfers are under fire, threatening the Family Limited Partnerships (FLPs) and related planning strategies.
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Have You Considered PPLI As A Tax-shelter?
Benefit from and investment discretion and tax-deferred growth on cash-value with Private Placement Life Insurance.
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The IRS Cracks Down on SDIRA Compliance
Non-traditional and private investments should be evaluated for potentially adverse tax consequences before being purchase in a Self-Directed IRA.
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Navigating the Medicare Surtax
An evaluation of what drives ACA linked Medicare Surtaxes for individuals, trusts, and estates.
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QSBS – A Little Known Tax Break with Major
Tax break for Qualified Small Business Stock (QSBS) presents substantial opportunities for excluding or deferring capital gains.