Networks - PFTC

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.

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.

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

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. 

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.

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