Be sure your plan meets today’s goals and is flexible for future change. As with any change in tax legislation, the Tax Cuts and Jobs Act of 2017 gives rise to valuable planning opportunities. The new tax law serves as a good reminder to review your estate plan to be sure that it is consistent
May 31, 2018— Over the last week there were significant developments in Italian politics that roiled worldwide markets. We believe some of the market volatility was an overblown reaction to the proposal of an anti-euro finance minister, dredging up Greece-style fears of cracks in the eurozone but in a much larger, more consequential country. The
Make the increased federal transfer tax exemption work to your advantage. As a business owner, it’s important to understand how the new tax law changes can work to your advantage. The increased federal transfer tax exemption amount (the “exemption”) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.