Networks - PFTC

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.

Willamette Management Associates
Wednesday, July 14, 2021

S corporation shareholder agreements should be carefully crafted by legal counsel in order to avoid certain events that can imperil the company’s S election. One important consideration is the language in the shareholder agreement related to nonvoting stock transfer restrictions.

Tolleson Wealth Management
Tuesday, July 13, 2021

A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to ensure long-term success.

Tolleson Wealth Management
Tuesday, July 13, 2021

Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think about and how to select a trustee in this episode. 

Greensfelder, Hemker & Gale, P.C.
Tuesday, July 27, 2021

In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.” They seek a dramatic increase in revenue through an increase in corporate and individual income tax rates and other re

Waller Lansden Dortch & Davis
Tuesday, June 15, 2021

As family offices consider their tax planning strategy, it becomes especially important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax Proposal.

Willow Street Group
Tuesday, June 8, 2021

Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trust companies (PTCs).

Wednesday, June 2, 2021

Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs. When GRATs are used correctly, they can reduce estate taxes and allow grantors to gift assets free of tax.

Wilmington Trust
Thursday, May 27, 2021

President Biden’s tax proposals, while not enacted, are important to review and consider before any planning strategies are implemented in 2021 as they represent potential changes to current tax laws.