The Delaware Income Tax Advantage for Trusts

Jeffrey C. Wolken |
Wealth Planning
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Establish your trust in the right state, the First State.Changes in the federal tax laws enacted in 2017 created a renewed focus on state income taxes and strategies available to minimize these taxes.While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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Creative Trust Planning for Real Estate Developers

Donald P. DiCarlo and Marguerite C. Weese |
Wealth Planning
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Implement tax-advantaged trust strategies under today’s tax laws.Tax reform passed in 2017 created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate developers.Planning for the ultimate continuation or sale of your business is as important as growing your business.From a strategic planning perspective, real estate developers may want to consider targeted trust strategies.

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Five Tax Planning Strategies for Business Owners

Jonathan Fitzgerald |
Wealth Planning
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Make today’s high federal transfer tax exemption work to your advantage.  As a business owner, it’s important to understand how the current tax law can work to your advantage.The high 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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