April 12, 2022

Doing Business With Your Family SLATS

Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several factors […]
December 29, 2021

A Peaceful Holiday Season for Taxpayers, but What Lies Ahead?

At the turn of the 17th Century, William Shakespeare wrote his play, Much Ado About Nothing. Much the same could be said so far about the […]
September 27, 2021

Summary of House Ways and Means Committee Tax Proposal as of September 20, 2021

Last week, the House Ways and Means Committee finished its draft of proposed legislation to implement the 2021-2022 federal budget. The items have been forwarded to […]
April 30, 2021

Summary of President Biden’s Tax Proposals as of April 2021

At President Biden’s address to the joint session of Congress on April 28, 2021, he discussed the framework of his plan to fund the “American Families […]
April 12, 2021

Second Bite At the Reconciliation Apple

With the Senate divided 50-50, it was expected that any changes to the tax code would need to be accomplished via the use of the Senate’s […]
March 19, 2021

Trust Modifications – Changing With the Times

We have heard it said that change is inevitable. It is the only constant in life and one change often requires another change. These change factors play […]
January 22, 2021

2020 Is Over — Now What?

As the sun finally sets on 2020 some may take the time to look back and reflect, ultimately concluding, “I’m glad that’s over.” In a year […]
January 7, 2021

The Time to Act Is Now

After two months, Election 2020 has finally come to an end. The sweep of the Senate runoffs in Georgia by the Democratic candidates will, with Vice […]
November 11, 2020

Election 2020: Outcome Still Cloudy but the Fog Is Lifting

We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated. Announcements of the initial […]
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