Networks - PFTC

Baker Tilly
Tuesday, October 5, 2021

The political landscape in the U.S. shifted significantly in 2021. With that change, many anticipate major revisions to the tax laws, which will likely make transferring wealth much more difficult. Before it’s too late, take advantage of the wealth planning techniques available to you.

Baker Tilly
Friday, October 1, 2021

High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that will help them realize their giving aspirations among other benefits, including deferring long-term

BDO
Thursday, September 23, 2021

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee.

Rehmann
Thursday, September 23, 2021

In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process, there are three proactive changes you can take before an overhaul of the tax code is implemented.

Waller Lansden Dortch & Davis
Monday, September 20, 2021

The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others.

Waller Lansden Dortch & Davis
Friday, September 17, 2021

If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption.

Greensfelder, Hemker & Gale, P.C.
Wednesday, September 15, 2021

On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act.

Rehmann
Wednesday, September 15, 2021

Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:

Willamette Management Associates
Wednesday, July 21, 2021

A grantor retained annuity trust (“GRAT”) is an estate planning instrument that may be used to transfer wealth from the trust grantors to the trust beneficiaries.

Willamette Management Associates
Tuesday, July 27, 2021

S corporations have become the most common business taxation structure in the United States since its creation in 1958, allowing businesses to achieve the advantages of the corporate characteristics of limited liability, combined with the pass-through income attributes of a partnership.