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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. While

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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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