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Articles Estate and Trust

Year-End Gifting: The Holiday Spirit

At this very moment, the hustle and bustle to find the perfect gift for friends and family is in full…

Alexander PisaniDecember 23, 2021

Articles Estate and Trust Tax Services

Use it or Lose it…Estate & Gift Tax Changes are Coming

The House Ways and Means Committee released its plan on how to pay for the $3.5 trillion Build Back Better…

WilkinGuttenplanSeptember 20, 2021

Articles Estate and Trust

Biden Administration’s Proposed Tax Changes Could Affect Estates and Trusts

At the end of May, the Treasury released the Green Book (the fiscal year 2022 budget), which included an outline…

WilkinGuttenplanJuly 7, 2021

Articles Estate and Trust

Did You Know? “Allocating Estimated Tax Payments to Beneficiaries”

Fiduciaries of trusts or final-year estates possess the ability to funnel estimated tax payments made at the trust or estate…

Alexander PisaniFebruary 22, 2021

Articles Estate and Trust

President Biden’s “Potential” Proposed Changes to Estate/Fiduciary Taxes

On January 20, 2021, Joseph Biden was officially sworn in as the 46th President of the United States. So what…

Brian GeisslerJanuary 26, 2021

Articles Estate and Trust

Happy Holidays… to my Estate??

Most of us have found 2020 to be a year to think about what makes us most thankful. From the…

Maureen JasperDecember 15, 2020

COVID-19 Estate and Trust

Estate and Gift Tax Filing COVID-19 Relief

As we all know by now, various types of income tax returns, including Individual, Corporate, Partnership and Estate/Gift have been…

Brian GeisslerMay 4, 2020

Articles COVID-19 Estate and Trust

To Gift or Not to Gift: Risk High = Valuations Low and Discounts High

During these unprecedented times, there are many things that run through our minds. For an estate planner, it’s thinking about…

Maureen JasperApril 20, 2020

Articles Estate and Trust Multimedia Tax Services

Did You Know? “Tuition Gifting” Rule

https://www.youtube.com/watch?v=SPZnRMzXfy8 Each year, an individual can gift up for $15,000 (“annual gift exclusion”) per donee for 2019 and 2020 without…

Brian GeisslerDecember 20, 2019

Articles Estate and Trust Multimedia

Did You Know? “65-Day” Rule

https://youtu.be/fhHa2nS6nQA For estates and trusts, §663(b), otherwise known as the 65-day rule, states that a fiduciary can make a distribution…

WilkinGuttenplanFebruary 28, 2019

Estate and Trust

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