Our Thoughts On

Estate Planning

Articles 1 - 10 of 49

Estate Planning, Exit and Succession Planning
Melanie LaSota | 8.1.2020

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

Estate Planning, Tax
Kari Tallarico | 5.14.2020

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

Coronavirus, Estate Planning, Tax
Jamie Drennen | 5.13.2020

Estate Planning Opportunities Created by COVID-19

On April 23, Schneider Downs’ Darin Schindler, Greg Allison and Derek Eichelberger led a webinar for the firm’s personnel and friends discussing

Estate Planning, Tax
Lauren Hadburg | 4.1.2020

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

In a decision by U.S. Tax Court reached in early March, the taxpayer was deemed victorious when it came to the valuation of nonvoting interests held by

Coronavirus, Estate Planning, Tax, Tax Impact
Michael Darpino | 3.30.2020

IRS Extends Deadline to File Gift Tax Returns

The Internal Revenue Service (the IRS) continues to expand the list of return filing and tax payment deadlines that will be postponed due to the ongoing

Business Advisors, Coronavirus, Estate Planning, Personal Finance
Dan Riske | 3.26.2020

Impact of Current Market Conditions on Valuations for Estate Planning

Schneider Downs has recently written about general estate planning strategies in this volatile market, but this article will focus more on the impact on

Coronavirus, Estate Planning, Personal Finance
Michael Darpino | 3.25.2020

Estate Planning in a Volatile Market

Our country now faces unprecedented challenges. As your trusted advisors, we wish you and your family health and comfort as we weather this storm together.

Estate Planning, Tax, TCJA
Joseph Krebs | 1.8.2020

After the Auld Lang Syne: 2020 Estate Plan Resolutions

The ball has dropped, Auld Lang Syne's been sung, and we’ve all rushed out to sign up for that fitness membership that we've convinced ourselves

Estate Planning, Tax
Joseph Krebs | 12.17.2019

Make Sure to Let Your Tax Preparer Know About All Those Partridges

Egg-laying geese? French hens? Maids milking cows? Gifts from your “true love” were a whole lot different in 1780 when the Twelve Days of Christmas

Estate Planning, Tax, TCJA
Maxwell Dormer | 12.13.2019

An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

Pennsylvania Tax Officials State that Teleworkers Will Not Create Nexus for State Taxes

Deferral of Employee OASDI Withholding Set to Begin on September 1 – Limited Guidance Issued

Our Thoughts On

Sort by

Estate Planning

Articles 1 - 10 of 49

Estate Planning as a Tool for Your Business Succession Plan

Continuing to Decipher Estate and Trust Deduction Changes

Estate Planning Opportunities Created by COVID-19

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

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IRS Extends Deadline to File Gift Tax Returns

Impact of Current Market Conditions on Valuations for Estate Planning

Estate Planning in a Volatile Market

After the Auld Lang Syne: 2020 Estate Plan Resolutions

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

Make Sure to Let Your Tax Preparer Know About All Those Partridges

An Estate Tax Holiday Gift – From the IRS!

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