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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 ... read more >

Tax Reform Impacts Federal Estate, Gift and Generation-Skipping Taxes

Within the recently enacted Tax Cuts and Jobs Act (the “Act”), lawmakers failed to satisfy longstanding promises of a full repeal of the federal ... read more >

Senate Republicans Unveil Tax Reform Policy Highlights

Tax Reform

By Michael Darpino

On November 2, 2017, the United States House of Representatives released the “Tax Cuts and Jobs Act”, a bill that, if passed, would be the ... read more >

IRS Issues Final Regulations on Modified Carryover Basis

Tax

By Michael Darpino

As the Trump administration begins, the estate planning community is bracing itself for the far-reaching changes to the tax code that our elected leaders ... read more >

The IRS Makes Changes to Charitable Remainder Annuity Trust Rules

A charitable remainder annuity trust (“CRAT”) can be a powerful estate planning tool for taxpayers who wish to make charitable contributions ... read more >