Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Tax Reform
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Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers

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Five Tax Reform Strategies for Business Owners

Jonathan Fitzgerald |
Tax Reform
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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.

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