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Estate Planning

Articles 1 - 10 of 42
Business Advisors, Estate Planning, Tax
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
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Business Advisors, 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
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Business Advisors, Estate Planning, Tax
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
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Business Advisors, Estate Planning, Tax Reform
Jamie Drennen | 12.12.2019

2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this
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Business Advisors, Estate Planning, Tax
Joseph Krebs | 12.5.2019

Belsnickel is Coming… Are You A Nice Boy or Girl?

You know Dasher and Dancer and Prancer and… well pretty much every other holiday character that ever existed, but have you heard of Belsnickel?
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Estate Planning, Tax
Haleigh Heaton | 9.9.2019

The Best Things in Life Are Free - That Might Even Include Your Inheritance!

If you inherit property in Pennsylvania, you may soon be able to avoid the hefty burden of paying inheritance tax! Starting next year, minor children who
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Estate Planning, Schneider Downs, Tax
Michael Darpino | 8.27.2019

The Fed Cuts Interest Rate in July - Time to Revisit Your Estate Plan?

On July 31, 2019, the Federal Reserve cut interest rates for the first time in over a decade. Although this may be bad news for your savings account,
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Business Advisors, Business Valuation , Estate Planning, Tax
Dan Riske | 7.25.2019

Kress Case Addresses S Corporation vs. C Corporation Issues

The United States District Court’s March 2019 court decision in Kress v. United States1 created a lot of buzz in the valuation community. The case
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Estate Planning, State and Local Tax, Tax
Melanie LaSota | 7.9.2019

Which States Can Tax Your Trust?

Imagine that you are a taxpayer living in Pennsylvania who has recently established a trust for the benefit of your Ohio-resident children. Further imagine
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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
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