All Wealth Planning Content

Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options. The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives.Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs).Making the right decisions when exercising options can make a big difference, so it’s important to discuss the pros and cons of any strategy with your advisors.

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Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform
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This Issues and Insights discusses year-end tax planning strategies.  It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year.Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed.

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Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal. Simple annual exclusion gifting can be a very valuable source of funding. Leveraging annual exclusion gifting with trust structures can potentially enhance the benefits.Utilizing the 2018 $11.18 million gift tax exemption has the potential to powerfully impact the educational funding front.

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