Searching Content indexed under Inheritance Tax by Ostrow Reisin Berk & Abrams ordered by Published Date Descending.
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Big Changes For Individual Taxpayers Under New Law
The recently passed tax bill, commonly called the Tax Cuts and Jobs Act (TCJA), is the most sweeping federal tax legislation in more than three decades
United States
28 Dec 2017
How To Shift Income To Family Members And Save Money
Planning for retirement has never been more important, especially for those in my generation (Millennial) and for the generations that have and are to come after me (Generation Z and Alpha).
United States
16 Jan 2017
Combining Charitable Remainder Trusts And Life Insurance
Because the estate tax exemption currently tops $5 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes.
United States
6 Sep 2016
Valuation Discounts On Closely-Held Entities In Jeopardy
Often, closely-held business owners will choose to transfer the business to younger family members during life or at death.
United States
2 Sep 2016
Estate Plans Come With Income Tax Strategies
Today, you generally do not need to be concerned about federal estate taxes unless your net worth approaches $5 million (about $10 million if you are married).
United States
29 Mar 2016
Taking The Right Steps When Using An FLP Or LLC
If you wish to transfer large amounts of wealth to your family at discounted values for gift tax purposes, you might consider forming a family limited partnership (FLP) or a limited liability company (LLC).
United States
20 Nov 2015
Exemption Portability vs. A Credit Shelter Trust
A major advantage of current federal tax law is that estate tax exemption "portability" is now permanent.
United States
29 Jan 2015
Proactive Estate Planning Starts Today
It is common for manufacturers and distributors to be family-owned. Unfortunately, it is also common for owners to let estate planning fall by the wayside.
United States
30 Jul 2014
Choose The Beneficiary Of Your Retirement Plan Carefully
You may have the opportunity to perhaps share considerable tax-deferred (or tax-free) wealth with a family member on your death.
United States
24 Apr 2014
What Are Gifts-In-Kind And How Should I Record Them?
Cash contributions are fundamental sources of revenue for your organization; however, do not underestimate the importance and value of receiving gifts-in-kind.
United States
25 Sep 2013
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