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Searching Content indexed under Income Tax by David Pratt ordered by Published Date Descending.
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Wealth Management Update - July 2019
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
United States
12 Jul 2019
2
Wealth Management Update - October 2018
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.4%, down slightly from 3.44% in September.
United States
10 Oct 2018
3
Personal Planning Strategies
The Personal Planning Strategies Newsletter provides articles addressing the latest statutory changes and developments affecting retirement, estate, insurance and tax planning, as well as cutting-edge corporate, real estate and tax concepts.
United States
11 Sep 2018
4
Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
5
Wealth Management Update - December 2017
These same rates are used in connection with sales to defective grantor trusts.
United States
13 Dec 2017
6
Wealth Management Update (May 2017)
The May § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, down 0.2% from April.
United States
9 May 2017
7
Personal Planning Strategies - December 2016
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
United States
9 Dec 2016
8
Wealth Management Update - October 2016
The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, up 0.2% from September.
United States
3 Oct 2016
9
Wealth Management Update - July 2016
The July § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
United States
29 Jun 2016
10
Wealth Management Update - June 2016
The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
United States
2 Jun 2016
11
Wealth Management Update (March 2016)
March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
United States
30 Mar 2016
12
Personal Planning Strategies - December 2015
Tax Exemption Inflation Increases for 2016
United States
11 Dec 2015
13
Wealth Management Update - November 2015
The November § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, the same as October.
United States
2 Dec 2015
14
Wealth Management Update (November 2015)
November Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts; 2016 Annual Gift Exclusion; 2016 Gift and Estate Tax Exemption Amount; Tax Court Upholds Valuation Discount on "Net Net Gift" (Steinberg v. Commissioner, 145 T.C. No. 7 (September 16, 2015)) ...
United States
12 Nov 2015
15
Personal Planning Strategies - July 2015
Another significant change in the law involves certain gifts made during a decedent's lifetime.
United States
21 Jul 2015
16
Wealth Management Update (April 2015)
Obama Administration Announces Revenue Proposals
United States
22 Apr 2015
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