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To our friends who are tax and estate planning professionals, we hope you are enjoying the warmer weather. Here is another list of articles that I hope you find interesting and helpful to your practice.
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To our friends who are tax and estate planning professionals, we hope you're staying warm and healthy. Here is a list of articles that caught our eyes recently. We hope you find them interesting and helpful to your practice as well.
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We are grateful to Carmin Dalziel, Executive Director of Northshore School Foundation, for inviting us to give a live presentation on charitable giving. We had a blast. What a great organization! Two of our partners attended Northshore schools. We think they turned out great... didn't they?
We do not provide legal or tax advice. You should consult their own legal or tax advisor. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
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To our friends who are tax and estate planning professionals, we hope you're enjoying the summer -- and staying cool and healthy. Here is a list of articles that caught my eye recently. I hope you find them interesting and helpful to your practice as well.
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To our friends who are tax and estate planning professionals, by now, you’ve read/heard of the horrific news that the IRS destroyed an estimated 30 million paper-filed information returns in March 2021 due to the backlog. Here is a set of a few other articles that I hope you find interesting and helpful to your practice.
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When small business owners want to step away from their business and retire, many may worry about the tax burden they’ll face from all their potential gains. Our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes that describes a tool called a deferred sales trust that may help to spread out gains over time and lower their tax burden.
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To our friends who are tax and estate planning professionals, I hope you're off to a great start in 2022. Well, 2022 tax season is upon us, so I thought I'd share a few (hopefully) relevant and timely tax-related articles.
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To our friends who are tax and estate planning professionals, we hope you are doing well – and enjoying the fall weather. I attended an in-person breakfast event yesterday hosted by East King County Estate Planning Council. It was great to see old faces and catch up in person. Oh, and the speaker was excellent, too. Craig Janes of Deloitte gave us a federal tax update with humor and wisdom. I got a lot out of it, and I bet you would have, too. (Let me know if you’re interested in attending future meetings. You can invite yourself as my guest.) Since a recording of Mr. Janes’s informative and entertaining talk isn’t available, I thought I’d do the next best thing and share a few tax-related articles you might find interesting.
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Some people, because of the wealth they have accumulated, won’t have to rely on their retirement plan savings for retirement income. As a result, they often want to leave all or most their IRA (or 401(k) and other retirement plan assets) accounts to their heirs.
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To our friends who are tax and estate planning professionals, we hope you are enjoying the warmer, sunnier weather. It's an understatement to say that a lot happened this past year -- the pandemic, the presidential election, the new vaccines, etc. When things are back to "normal," I think I might have to re-learn how to live a normal life. And so it is with policies. There is certainly a lot going on and it would pay to prepare for potential tax and policy changes so we can help our clients.
