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Estate Planning

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Read more about what could be included in a letter of intent and how it can be a beneficial tool in estate planning.

New $67 User Fee for Estate Tax Closing Letters Proposed by IRS

Learn more about the estate tax closing letter fee proposed by the IRS and its impact on estate planning efforts

Impact of Gifting Ownership Interest on PPP Loan Procedures

Learn more about the complicated implications on ownership procedures if gifting your ownership interest in a business that has a PPP loan.

Projected Estate and Gift Tax Changes Announced by the IRS for 2021

Learn more about the projected Estate and Gift Tax Changes Announced by the IRS for 2021.
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IRS Issues Final Regulations for Non-Grantor Trust Deductions

The IRS has issued final regulations on the deductions available to estates and non-grantor trusts. Under the Tax Cuts and Jobs Act, which was enacted

Estate Planning and Valuation During an Uncertain Economy – and an Election Year

Schneider Downs has published a number of articles in recent months discussing valuation and estate planning strategies during this difficult economic

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly
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Estate Planning Opportunities Created by COVID-19

Learn more about estate planning opportunities during coronavirus.

Tax Court Rules on Side of Taxpayer of Family Limited Partnership in Precedential Gift Tax Case

Learn more about how the taxpayer was deemed victorious when it came to the valuation of nonvoting interests held by a family limited partnership and gifted.
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