There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read the following blod by my friend and colleague Steve Hartnett, an estate planning expert, to learn more about these proposals and whether they might impact you or your clients.
- The SECURE Act – the Gift That Keeps On Giving - September 27, 2023
- Understanding the Importance of the Simultaneous Death Act - September 25, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 23, 2023
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