Our Thoughts On

Estate Planning

Articles 1 - 10 of 48

Estate Planning, Schneider Downs, Tax
Kari Tallarico | 1.11.2019

“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

Estate Planning, Schneider Downs, Tax
Jamie Drennen | 12.13.2018

Does Santa Pay the Gift Tax? Does Santa Receive Wages of Cookies and Milk?

‘Twas the night before Christmas and all through the house, not a creature was stirring… except for St. Nick’s elf-accountants, who

Estate Planning, Tax, Wealth Management
Michael Darpino | 12.13.2018

Year-End Giving from IRAs: Traps to Avoid

The holiday season is a time of giving and reflection. Charitable contributions are a time-honored way of achieving one’s philanthropic goals while

Estate Planning, Tax, Tax Reform
Joseph Krebs | 12.11.2018

IRS Clarifies Uncertainty Surrounding Lifetime Gifting and Increased Basic Exclusion Amount Under TCJA

Over the past year, Schneider Downs has been busy tracking the drafting, passage and, as of late, the Internal Revenue Service's implementation of

Estate Planning, Tax, Tax Reform
Kari Tallarico | 11.6.2018

The Estate and Gift Tax Exemption Planning Puzzle

As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax

Estate Planning, Tax, Wealth Management
Michael Darpino | 9.4.2018

Aretha Franklin Left no Will - What Happens Next?

On August 16, 2018, a saddened world mourned the passing of legendary vocalist and songwriter Aretha Franklin. Known affectionately to her fans as the

Estate Planning, Tax Reform
Michael Darpino | 8.10.2018

How Tax Reform Made Your Estate Plan Obsolete

If you are among the many taxpayers who had wills and other estate planning documents prepared prior to this year, don’t be too eager to delete your

Estate Planning, Tax
Joseph Krebs | 5.22.2018

Climbing AFRs Put Dormant Estate Planning Techniques Back on the Table

When considering federal estate tax planning, one of the most common objectives of the planner is removing assets from the taxpayer’s taxable estate.

Business Advisors, Business Valuation , Estate Planning, Internal Revenue Service
Kari Tallarico | 11.6.2017

Proposed Regulations Affecting Valuation Discounts - New Update Provides Sigh of Relief

In August of 2016, the Internal Revenue Service (the “IRS”) proposed regulations that, if made final, would have extensive consequences on

Estate Planning, Tax
Gregory Allison | 6.26.2017

New Estate Tax Portability Relief

The federal estate tax provides a lifetime exemption of $5,490,000 (for 2017) per person. That means that the first $5,490,000 of assets owned at death

New Standard Mileage Rates for 2019

Tax Treatment of Deferred Revenue in a Taxable Stock Acquisition

Our Thoughts On

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Estate Planning

Articles 1 - 10 of 48

“Step-Up” Your Estate Tax Strategies

Does Santa Pay the Gift Tax? Does Santa Receive Wages of Cookies and Milk?

Year-End Giving from IRAs: Traps to Avoid

IRS Clarifies Uncertainty Surrounding Lifetime Gifting and Increased Basic Exclusion Amount Under TCJA

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The Estate and Gift Tax Exemption Planning Puzzle

Aretha Franklin Left no Will - What Happens Next?

How Tax Reform Made Your Estate Plan Obsolete

Climbing AFRs Put Dormant Estate Planning Techniques Back on the Table

Register to receive our weekly newsletter with our most recent columns and insights.

Proposed Regulations Affecting Valuation Discounts - New Update Provides Sigh of Relief

New Estate Tax Portability Relief

Register to receive our weekly newsletter with our most recent columns and insights.