April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 28, 2021
Biden Proposes Making Health Premium Subsidy Boost PermanentHis American Families Plan outline also includes a national paid family and medical leave program.
April 02, 2021
What Biden's $2T Infrastructure Plan Means for TaxesAlong with higher tax rates on corporations, Biden will focus on high-income earners to help fund the plan, attorneys say.
March 30, 2021
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' AdviceSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
June 25, 2019
Democrat Floats Bill to Raise Estate TaxThe bill would use the proceeds to shore up Social Security.
April 23, 2019
Estate Tax Gets More Attention Than It DeservesThe levy is portrayed as a big threat to small businesses and farms, though almost no one pays it.
March 11, 2019
Top 10 Estate Planning Tax Facts for 2019After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.