Networks - PFTC

South Dakota Trust Company
Friday, January 14, 2022

Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally.

Baker Tilly
Monday, January 10, 2022

If you own a closely held business, choosing how and when to exit your business is a critical part of the planning. If one of your goals involves benefiting charity, you might consider the use of a charitable remainder trust (CRT).

Northern Trust
Monday, January 10, 2022

A new year always brings a spirit of change, but 2022 sees a distinct—and unprecedented—momentum for individuals and families to align their values and wealth planning.

BMO Family Office
Friday, December 3, 2021

When an irrevocable trust meets all of its goals, it is reflective of following the three essential checklists that focus on the people, the establishment of the trust, and the running of the trust.

Baker Tilly
Thursday, December 2, 2021

For married couples looking to use their lifetime gift exemptions and protect their assets, spousal lifetime access trusts (SLATs) are an attractive option.

Northern Trust
Tuesday, November 30, 2021

The U.S. House of Representative passed the Build Back Better Act, the second component of the White House’s ambitious spending plan, on November 19, 2021. Among the most significant provisions in the Act is a new broad-based surcharge of up to 8% on high-income individuals, trusts, and estates.

BDO
Wednesday, November 10, 2021

The House Budget Committee released a third version of H.R. 5376 (the Build Back Better Act) on November 3, 2021.

BDO
Wednesday, November 10, 2021

The House Budget Committee released a version of H.R. 5376 (the Build Back Better Act), which eliminated many of the previously proposed tax increases that would have impacted individuals.

Warner Norcross + Judd
Tuesday, November 9, 2021

The White House released a retooled framework for the Build Back Better Act on October 28, 2021.

Cambridge Associates
Monday, November 8, 2021

The Build Back Better Act recently introduced in the US House of Representatives includes many tax provisions that would significantly impact US taxpayers. However, any major bill’s road from introduction to enactment is typically long, winding, and unpredictable.