There are so many potential tax law changes (impacting individuals, income tax, gift tax, estate tax, capital gains, stock transfers, trusts, GRATs, CRTs, step-up in basis and more) – I can’t fathom dealing with the fallout if all of these go through. Is it time to panic?  No.  Time to be concerned? Yes. I just...
Dear blog readers – I am giving a webinar today on all of the new tax proposals – all with good chances to pass – that are either in Congress already (2 Bills) or part of President Biden’s infrastructure plans.  As the title says, these are very important changes that will certainly impact planned giving...
https://taxfoundation.org/biden-capital-gains-tax-rates/?utm_source=Tax+Foundation+Newsletters&utm_campaign=294e444f7c-EMAIL_CAMPAIGN_2019_10_17_07_28_COPY_01&utm_medium=email&utm_term=0_8387957ec9-294e444f7c-429603406&mc_cid=294e444f7c&mc_eid=f8a5bca04e Check out this article from the Tax Foundation. And, this is only one of many very significant changes that are coming in the 2021 Tax Reform. CLICK HERE TO CHECK OUT THE WEBINAR I AM GIVING ON MAY 6 ON THIS TOPIC!
DON’T MISS MY WEBINAR BRIEFING ON THE 2021 TAX REFORM I’ve spent many DAYS going over two new bills currently proposed in Congress (For the 99.5% Act and the Sensible Taxation and Equity Promotion (STEP) Act), and now the President’s latest tax increase plans. “Substantial and Far-Reaching” is is how Baker Hostetler described the oncoming...
Biden. New Tax Laws. Charitable Giving. The election is over, and the Democrats are in charge. What does this mean for charitable giving? Of course, we have to see what unfolds, but now is a good time to prepare. There are upsides and downsides with every administration. Discover them in this webinar. Review recent changes....